Jose Manuel De Paz Cuevas

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

• 07/2023 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 08/2022 → 06/2023
  Southern Methodist University
  Dallas, TX
• 01/2018 → 09/2022
  Resource One Credit Union
  Dallas, TX
• 06/2015 → 01/2018
  Sparkl Tex Cleaners
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Jose Manuel Depazcuevas