Jason Cole Slifka

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → 01/2025
  Century-Tywood J3 Corp
  Holliston, MA
• 06/2023 → 08/2023
  Century-Tywood J3 Corp
  Holliston, MA
• 08/2019 → 05/2020
  Lehigh University
  Bethlehem, PA
• 08/2020 → 05/2021
  Lehigh University
  Bethlehem, PA
• 09/2021 → 06/2022
  Santa Clara University
  Santa Clara, CA
• 09/2022 → 06/2023
  Santa Clara University
  Santa Clara, CA
• 09/2023 → 06/2024
  Santa Clara University
  Santa Clara, CA
• 06/2018 → 08/2018
  Camp Manitou
  Oakland, ME
• 06/2019 → 08/2019
  Camp Manitou
  Oakland, ME
• 06/2020 → 08/2020
  Camp Manitou
  Oakland, ME
• 06/2021 → 08/2021
  Camp Manitou
  Oakland, ME
• 09/2018 → 06/2019
  The Rivers School
  Weston, MA
• 09/2017 → 06/2018
  The Rivers School
  Weston, MA
• 09/2016 → 06/2017
  The Rivers School
  Weston, MA
• 04/2025 → Present
  Ubs
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21