Sydney Naomi Jang
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services, Inc.Sep 2024 to now
- UnemployedMay 2024 to Sep 2024
- AnthropologieApr 2024 to May 2024
- UBS Financial Services, Inc.Jun 2023 to Aug 2023
- University of California, San Diego Economics DepartmentJan 2023 to Sep 2023
- Ucsd Student Sustainability CollectiveJan 2023 to Jun 2023
- Study AbroadAug 2022 to Dec 2022
- AnthropologieJun 2021 to Sep 2021
- University of California, San Diego RecreationApr 2021 to Mar 2024
- University of California, San DiegoSep 2020 to Mar 2024
- UnemployedJun 2020 to Sep 2020
- Foothill High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7734072
- Firm CRD
- 8174