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Jeremy William Yanasak

Ubs Financial Services Inc.

Couer D'ALene, ID

Seattle, WA

Woodinville, WA

CRD 3186728

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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
ID RA APPROVED 2026-05-15
TX RA APPROVED_RES 2023-02-13
WA RA APPROVED 2005-01-19
  • ID RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED_RES
    Since 2023-02-13
  • WA RA
    APPROVED
    Since 2005-01-19

Branch Locations

Couer D'ALene, ID • United States

925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • United States

Woodinville, WA • 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. Seattle WA 12/1998 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-19
  • S66 Uniform Combined State Law Examination
    2004-10-19

View on SEC IAPD

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