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Jasmine Leigh Edo

Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. UBS Financial Services Inc.May 2021 to now
  2. UBSJan 2021 to now
  3. Big Night LiveOct 2019 to now
  4. Massachusetts Institute of TechnologyMar 2018 to Jan 2021
  5. House of BluesOct 2017 to Oct 2019
  6. Live Nation, Blue Hills Bank PavilionApr 2017 to Sep 2017
  7. Create Your NiteApr 2016 to Aug 2017
  8. Boston Children's HospitalAug 2015 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (CT).

UBS Financial Services Inc.

$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7328331
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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