Jaron Neal Dandridge
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Oct 2023 to now
- UBSAug 2023 to now
- The HamiltonMar 2023 to Aug 2023
- UBSJun 2022 to Aug 2022
- Eli LillyMay 2021 to Aug 2021
- Johnson & JohnsonMay 2020 to Aug 2020
- Howard UniversityAug 2019 to May 2023
- Fairfield Ms and Highland Springs HsAug 2012 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (DC, NJ).
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
- 7566992
- Firm CRD
- 8174