Jason Michael Maas

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

• 05/1995 → Present
  Ubs Financial Services Inc.
  Madison, WI

Other Businesses

1) 301 JUNCTION ROAD PROPERTY GROUP, LLC / VERONA, WI / COMPANY / ENTITY TO OWN COMMERICAL REAL ESTATE / MANAGING MEMBER / LANDLORD / START DATE 8/18/2014 /// 2) Greater Madison Conservation Society, Inc (formerly known as HENRY VILAS PARK ZOOLOGICAL SOCIETY, INC.) / MADISON, WI / MEMBER OF BOARD OF DIRECTORS / PARTICIPATE IN BOARD MEETINGS AND COMMUNITY EVENTS / START DATE 10/1/2014 / Vice President - 3/1/2021 /// 3) Overture Center for the Arts / Madison, WI / "Overture Center features seven state-of-the-art performance spaces and five galleries where Broadway tours, national and international touring artists, nine resident companies and hundreds of local artists engage people in nearly 700,000 educational and artistic experiences each year. / 6/1/2022 / Roughly half of the visitors are here for free or low-cost community and education programs, including Kids in the Rotunda, OnStage Student Field Trips and the Jerry Awards. In addition, Overture offers a variety of venues for performances, corporate meetings, conventions, trade shows, weddings, banquets and receptions. / With the vision to provide "Extraordinary Experiences for All", Overture's mission is to ""Support and elevate our community's creative culture, economy and quality of life through the arts. / Cultural Establishment / Investment Committee member. Support the activities of the Investment Committee : review, monitor, evolve the foundation's financial assets as needed over time. / Member of a committee representing the interests of any third party /// 4) Manufacturers Property Group LLC / Real Estate / Partner / Managing Member / Compensation - No. Start date: 2022 /// 5) Greenway Property Group LLC / Category- LLC / Principal Business Activity - Rental Property Investment / Role -Partner / Duty - Managing Member of the LLC / Compensation - No / Start date: 2013 6 Dairy Drive Warehouse, LLC ,Wisconsin United States , Commercial warehouse, will rent space , Partner , Management of the entity and project. , Start date 5/15/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1996-08-09