Best Investors Account Sign in

Jason Howard Levine

Ubs Financial Services Inc.

Albany, NY

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-13
NY RA APPROVED 2022-05-09
  • TX RA
    APPROVED
    Since 2025-10-13
  • NY RA
    APPROVED
    Since 2022-05-09

Branch Locations

8 Southwoods Blvd Suite 207, Albany, NY 12211 • 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
Ubs Financial Services Inc. Albany NY 05/2022 Present
Bank Of America New York NY 03/2008 02/2022
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-17
S66 Uniform Combined State Law Examination 2006-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-05-17
  • S66 Uniform Combined State Law Examination
    2006-10-18
Designations
Other Names
  • Jay Levine
  • Jason Levine

View on SEC IAPD

Other Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MPWM ADVISORY SOLUTIONS LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor