Joshua Hunter Blum

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

• 07/2023 → 07/2025
  Carmax
  Wayne, NJ
• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 07/2016 → 03/2020
  Walgreens
  West Milford, NJ
• 05/2023 → 07/2023
  Dunkin
  Newfoundland, NJ
• 09/2021 → 05/2022
  Dunkin
  Oakridge, NJ
• 08/2022 → 01/2023
  Rt 23 Nissan
  Butler, NJ
• 06/2020 → 08/2021
  Dunkin
  Newfoundland, NJ
• 08/2018 → 12/2021
  Passaic County Community College
  Paterson, NJ
• 08/2023 → 05/2025
  William Paterson University
  Wayne, NJ
• 01/2023 → 05/2023
  Unemployed
  Oakridge, NJ
• 03/2020 → 06/2020
  Unemployed
  Oakridge, NJ
• 05/2022 → 08/2022
  Unemployed
  Oakridge, NJ
• 09/2014 → 06/2018
  West Milford High School
  West Milford, NJ

Other Businesses

Carmax,Buying selling retail and whole sale vehicles,New JerseyUnited States,Selling vehicles, buying vehicles from customers, Start date -4/4/2026

Exams

• S66 Uniform Combined State Law Examination
  2025-11-15
• S63 Uniform Securities Agent State Law Examination
  2024-06-19

Other Names

• Joshua Blum