Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Scott Adams is a financial advisor at UBS Financial Services Inc. Jason has been in the industry since 2000 and has experience working with clients in a number of states. Jason holds a Series 7 and Series 31 license as well as the Series 66 license. Jason is registered with UBS Financial Services Inc. in Maryland, Texas, and Virginia. Before joining UBS, Jason worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. In addition to financial advising, Jason is also a member of the board of directors for Vienna Little League and is involved with Friends of Tribe Baseball.
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
MD
02/28/2019 - Present
UBS Financial Services Inc. (BETHESDA MD)
MD
06/01/2009 - 02/28/2013
MORGAN STANLEY (POTOMAC MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (POTOMAC MD)
DC
06/09/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/2000
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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