Joshua Jason aloysius Moorhead
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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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
13 years in the industry.
- UBS Financial Services, IncJan 2022 to now
- Independent ContractorAug 2014 to now
- Ernst & YoungJul 2021 to Dec 2021
- Northwestern MutualJan 2021 to May 2021
- Greystar ResidentialMay 2020 to Aug 2020
- Discount TireMay 2019 to Dec 2019
- University of ArizonaAug 2017 to Aug 2021
- St. Pius X High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NE, TN).
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
- 7337333
- Firm CRD
- 8174