Jason Cole Slifka
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.Jul 2025 to now
- UBSApr 2025 to now
- Century-tywood J3 CorpSep 2024 to Jan 2025
- Santa Clara UniversitySep 2023 to Jun 2024
- Century-tywood J3 CorpJun 2023 to Aug 2023
- Santa Clara UniversitySep 2022 to Jun 2023
- Santa Clara UniversitySep 2021 to Jun 2022
- Camp ManitouJun 2021 to Aug 2021
- Lehigh UniversityAug 2020 to May 2021
- Camp ManitouJun 2020 to Aug 2020
- Lehigh UniversityAug 2019 to May 2020
- Camp ManitouJun 2019 to Aug 2019
- The Rivers SchoolSep 2018 to Jun 2019
- Camp ManitouJun 2018 to Aug 2018
- The Rivers SchoolSep 2017 to Jun 2018
- The Rivers SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8035582
- Firm CRD
- 8174