Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
UBS Financial Services Inc. 3 years, 9 months Feb 2015 - Present
Bank of America, N.A. 5 years, 6 months Aug 2009 - Feb 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated 11 years, 7 months Jul 2003 - Feb 2015
Are You
Jason Bradley Friedman?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Jason Friedman

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 21, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

UBS Financial Services Inc.

Last updated on June 30, 2017
    • $391.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 886K
      Accounts
    • $442.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other
Other Advisors in Your Area
  • Martin A. Smith, CRPC®, AIFA®
    Wealthcare Financial Group, Inc.
    Bethesda, Maryland
    View Profile
  • Howard Steven Gartenhaus
    Ameriprise Financial Services, Inc.
    Rockville, MD
    View Profile
  • Marcio Silveira
    Pavlov Financial Planning
    Arlington, VA
    View Profile
  • Timothy J Baker
    Script Financial, LLC
    Baltimore, MD
    View Profile
  • Joe Breslin
    LPL Financial LLC
    Baltimore, MD
    View Profile
  • Martin A Federici Jr
    Mf Advisers, Inc.
    Dallas, PA
    View Profile