Jason Tabares

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-16
NJ	RA	APPROVED	2024-07-05
NY	RA	APPROVED	2024-07-02

FL RA
APPROVED

Since 2024-09-16
NJ RA
APPROVED

Since 2024-07-05
NY RA
APPROVED

Since 2024-07-02

Branch Locations

4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	04/2015	11/2017
Bank Of America, N.A.	Miami	FL	04/2015	11/2017
Citigroup	New York	NY	02/2018	07/2024
Unemployed	Key Biscayne	FL	11/2017	02/2018
Ubs Financial Services Inc	Miami	FL	07/2024	Present

04/2015 → 11/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
04/2015 → 11/2017

Bank Of America, N.A.

Miami, FL
02/2018 → 07/2024

Citigroup

New York, NY
11/2017 → 02/2018

Unemployed

Key Biscayne, FL
07/2024 → Present

Ubs Financial Services Inc

Miami, FL

Previous Registrations

2018-02-14 → 2024-07-17

Citigroup Global Markets Inc.

New York, NY

New York, NY

Miami, FL

Key Biscayne, FL

Miami, FL
2015-04-28 → 2017-11-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
2013-03-07 → 2015-05-12

Credit Suisse Securities (Usa) Llc

Miami, FL

Other Businesses

CPB Consulting Group, LLC; Restaurant; Investment Related; New York, NY; Affiliation Start Date; 3/12/2019; Member; Passive Investor; o hours devoted to the outside activity each month during/outside of securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-05

S66 Uniform Combined State Law Examination

2012-07-05

View on SEC IAPD