Jason James Zitter

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-22

FL RA
APPROVED

Since 2026-04-22

Branch Locations

3801 Pga Boulevard 10Th Floor, Palm Beach Gardens, FL 33410 • United States

1200 Harbor Boulevard, Weehawken, NJ 07086 • 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
Ubs Financial Services	Palm Beach Gardens	FL	10/2010	Present
Ubs Bank Usa	Palm Beach Gardens	FL	10/2010	Present

10/2010 → Present

Ubs Financial Services

Palm Beach Gardens, FL
10/2010 → Present

Ubs Bank Usa

Palm Beach Gardens, FL

Other Businesses

1. Rosarian Academy, Volunteer on School BoardUnited States, Member of a committee with management / supervisor functions, Member of finance committee, start date-4/20/2021, West Palm Beach FL United States-33401.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-07

S66 Uniform Combined State Law Examination

2012-04-07

View on SEC IAPD