Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Martin Schlesinger is a financial advisor with over 25 years of experience in the industry. Jason is currently registered with UBS Financial Services Inc. and has been with the firm since January 2020. Previously, Jason was with ROBERT W. BAIRD & CO. INCORPORATED from March 2011 until February 2020. Jason holds a Series 7, 9, 31, and 66 license and has a history of providing financial advice and investment services to individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
01/22/2020 - Present
UBS Financial Services Inc. (Chatham MA)
CA
03/04/2011 - 02/14/2020
ROBERT W. BAIRD & CO. INCORPORATED (Mill Valley CA)
MO
01/03/2011 - 03/10/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
11/02/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/15/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 04/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
12/08/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 04/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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