Jose David Venegas-llorente
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- Adt Security ServicesSep 2025 to Dec 2025
- Oxford Global ResourcesJun 2025 to Aug 2025
- East Coast ValetFeb 2025 to May 2025
- Modular Systems InstallationsJan 2025 to Feb 2025
- JpmorganchaseSep 2023 to Oct 2024
- The Check Cashing StoreAug 2023 to Aug 2023
- Victor's Pizza CafeJul 2023 to Aug 2023
- University of FloridaMay 2023 to May 2025
- UnemployedJan 2023 to May 2023
- Palm Beach State CollegeSep 2020 to Dec 2022
- Mcdonald'sAug 2020 to Dec 2021
- UnemployedFeb 2020 to Aug 2020
- Unidad Educativa MontessoriApr 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8187516
- Firm CRD
- 8174