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Jason Pettinelli

Ubs Financial Services Inc.

Boston, MA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-12-16
  • ME RA
    APPROVED
    Since 2025-12-16

Branch Locations

One Post Office Square, Boston, MA 02109 • 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
Santander Bank Na Holbrook MA 09/2015 04/2018
Santander Securities Llc San Juan PR 09/2015 04/2018
Morgan Stanley Smith Barney Llc Waltham MA 04/2018 12/2025
Ubs Financial Services Inc Boston MA 12/2025 Present
Previous Registrations
  • 2018-04-16 → 2025-12-08
    Morgan Stanley
    Waltham, MA
    Wellesley, MA
    Waltham, MA
  • 2015-10-05 → 2018-04-10
    Santander Securities Llc
    Randolph, MA
    Holbrook, MA
    Worcester, MA
    Braintree, MA
    Canton, MA
    Chestnut Hill, MA
    Dedham, MA
    East Milton, MA
    Natick, MA
    West Newton, MA
    Brookline, MA
    Framingham, MA
    Boston, MA
    Newtonville, MA
    Brookline, MA
  • 2013-07-22 → 2015-09-24
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Norwood, MA
    Newton, MA
    Dedham, MA
    Sudbury, MA
    Newton, MA
    Waban, MA
    Norwood, MA
    Newton, MA
    Dedham, MA
    Boston, MA
  • 2013-01-08 → 2013-05-16
    Edward Jones
    St Louis, MO
    Randolph, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-08
S63 Uniform Securities Agent State Law Examination 1992-03-27
  • S66 Uniform Combined State Law Examination
    2012-11-08
  • S63 Uniform Securities Agent State Law Examination
    1992-03-27
Other Names
  • Jay Pettinelli
  • Jason M Pettinelli
  • Jason Matthew Pettinelli

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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