Jared Crowe

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

• 01/2018 → 08/2019
  Jpmorgan Securities Llc
  Westerville, OH
• 09/2013 → 01/2018
  J.P Morgan Chase & Company
  Westerville, OH
• 01/2018 → 08/2019
  Jpmorgan Chase Bank, N.A
  Westerville, OH
• 08/2019 → 07/2021
  Morgan Stanley
  Columbus, OH
• 07/2021 → 03/2022
  J.P. Morgan Securities Llc
  Columbus, OH
• 03/2022 → Present
  Ubs Financial Services
  Columbus, OH

Previous Registrations

• 2021-10-29 → 2022-03-12
  J.P. Morgan Securities Llc
  Columbus, OH
• 2019-08-25 → 2021-07-08
  Morgan Stanley
  Columbus, OH
• 2018-04-10 → 2019-08-28
  J.P. Morgan Securities Llc
  Westerville, OH
  Westerville, OH
  Westerville, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-04-06

Other Names

• Jared Paul Crowe