Jason Bolen Devening

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

• 01/2009 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 1998-10-01 → 2002-12-06
  Morgan Stanley & Co. Llc
  Dallas, TX

Other Businesses

1) P.S. FAMILY LIFE INSURANCE TRUST / AUSTIN,TEXAS 78730 / TRUST/ INSURANCE & LIFE ASSURANCE / OWNERSHIP OF LIFE INSURANCE / TRUSTEE / / PAY LIFE INSURANCE ANNUALLY / START DATE 12/1/2014. 2) C. S. H. IRREVOCABLE INSUANCE TRUST / CA 91361 / TRUST/ OTHER INSURANCE TRUST / TO OWN INSURANCE / TRUSTEE / / PAY ONE BILL A YEAR / START DATE 12/1/2014. 3) Name of Business - S.W.D. 2012 GST Exempt Trust./ Address: Ln Dallas Texas United States 75229./ Investment Related: Yes./ Nature: Investing./ Role and Duties: Manage the investments./ Start Date: 12/29/2023./ Time Required: N/A. 4) J A Irrevocable Trust ,Trustee of an irrevocable trust and the oversight of it ,Nebraska United States ,I will act in the benefit of the beneficiary. Please see attached documents Start date 4/30/2026 5) L L 2026 Trust, Trustee for the beneficiary if the trust. ,Omaha NE United States , Act as trustee with respect to the trust and the grantor's wishes. Start date 4/30/2026 6)N D III 2026 GST Trust, Trustee of an irrevocable trust for a family friend., Omaha NE United States, Act as trustee for the beneficiary and guided by the grantor. ,Start date 4/30/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-28
• S63 Uniform Securities Agent State Law Examination
  1993-09-27

Other Names

• Jason B Devening