Jason Ziegler

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

• 11/2024 → 02/2025
  Kingsview Partners
  Fairfield, CT
• 01/2024 → 08/2024
  Withers Bergman Llp
  New Haven, CT
• 05/2021 → 01/2024
  Ziegler Ip Law Group
  Fairfield, CT
• 05/2019 → 08/2020
  Morgan Landscaping Llc
  Easton, CT
• 05/2018 → 08/2018
  Black Rock Yacht And Athletic Club Restaurant And Raw Bar
  Bridgeport, CT
• 04/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 04/2015 → 12/2023
  Student
  Fairfield, CT
• 09/2024 → 11/2024
  Unemployed
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-09-11