Best Investors Account Sign in

Jonathan Alec Schneider

Ubs Financial Services Inc.

Scottsdale, AZ

CRD 6803250

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-07

Branch Locations

14624 N. Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • 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 Weehawken NJ 07/2021 12/2021
Arizona State University Tempe AZ 08/2019 05/2021
Scottsdale Community College Scottsdale AZ 08/2018 05/2019
University Of Arizona Tucson AZ 08/2015 05/2018
Ubs Financial Services Inc Scottsdale AZ 01/2022 Present
  • 07/2021 → 12/2021
    Ubs Financial Services Inc
    Weehawken, NJ
  • 08/2019 → 05/2021
    Arizona State University
    Tempe, AZ
  • 08/2018 → 05/2019
    Scottsdale Community College
    Scottsdale, AZ
  • 08/2015 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 01/2022 → Present
    Ubs Financial Services Inc
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-07
  • S66 Uniform Combined State Law Examination
    2026-08-07

View on SEC IAPD

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor