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Justin Steven Zuna

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8086274

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-17
  • NJ RA
    APPROVED
    Since 2025-09-17

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. Michael's Catholic School Newark NJ 08/2007 05/2017
Paramus Catholic High School Paramus NJ 08/2017 05/2021
Fairleigh Dickinson University Madison NJ 08/2021 05/2025
Bny New York NY 06/2024 08/2024
Ubs Financial Services Inc Weehawken NJ 07/2025 Present
  • 08/2007 → 05/2017
    St. Michael's Catholic School
    Newark, NJ
  • 08/2017 → 05/2021
    Paramus Catholic High School
    Paramus, NJ
  • 08/2021 → 05/2025
    Fairleigh Dickinson University
    Madison, NJ
  • 06/2024 → 08/2024
    Bny
    New York, NY
  • 07/2025 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-08
  • S66 Uniform Combined State Law Examination
    2025-07-08

View on SEC IAPD

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