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Jaysom Aaron Galindo

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.

  1. UBS Financial Services Inc.Aug 2026 to now
  2. UBSJun 2025 to Aug 2025
  3. JP Morgan ChaseJun 2024 to Aug 2024
  4. Bobcat of MiramarNov 2023 to May 2024
  5. Bernardo DermatologySep 2023 to Nov 2023
  6. In the Mix YogurtNov 2021 to Aug 2023
  7. United States Marine Corps ReservesMay 2021 to Jul 2026
  8. United State Marine CorpsJan 2021 to Nov 2021
  9. The Glenn At Scripps RanchMar 2020 to Jan 2021
  10. North County Soccer ParkFeb 2018 to May 2018
  11. Poway High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8066950
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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