James Lane Dobson

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

• 05/2016 → Present
  Ubs Financial Services
  New York, NY

Other Businesses

1. RAPJ Foundation, Irrevocable charitable trust recognized by the IRS as a 501c3 tax-exempt organization, Make decisions on charitable contributionsstart date-9/30/2002, New York United States-10021.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-05

Designations

• Chartered Financial Analyst

Other Names

• Jay Dobson