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Jae woong Jang

UBS Asset Management (us) Inc.

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About Jae woong Jang

Jae woong Jang is an investment advisor representative with UBS Asset Management (us) Inc., located in NEW YORK, NY. Jae woong Jang has been in the industry since September 2021. Prior to joining UBS Asset Management (us) Inc., Jae woong Jang worked at UBS FINANCIAL SERVICES INC. Jae woong Jang is registered in New Jersey and New York. Jae woong Jang has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Jae woong Jang specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Jae woong Jang is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (Americas) LLC is an investment advisor headquartered in NEW YORK, NY. With over $477 billion in regulatory assets under management, the firm primarily serves individuals, high-net-worth individuals, investment companies, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. UBS Asset Management (Americas) LLC participates in wrap fee programs.
UBS Asset Management (us) Inc.

787 7TH AVENUE

NEW YORK, NY 10019

$477.86B

Assets Under Management

16

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jae woong Jang’s Registration & Firm History

NY

04/25/2023 - Present

UBS Asset Management (us) Inc. (NEW YORK NY)

NJ

09/06/2021 - 04/25/2023

UBS FINANCIAL SERVICES INC. (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 11/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jae woong Jang.
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