Jason Ciampaglia
Investment adviser representative at UBS Financial Services Inc.
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- UBS Financial Services Inc.Jul 2023 to now
- UBSAug 2022 to now
- Jdc Painting and Window WashingJun 2021 to Aug 2022
- Mueller Custom Painting and WallpaperJun 2019 to Jun 2021
- Lafayette CollegeAug 2018 to Jun 2022
- Lancaster Specialty MarketAug 2016 to May 2018
- Warwick School DistrictAug 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7615626
- Firm CRD
- 8174