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Joon ha Jang

Investment adviser representative at UBS Financial Services Inc.
11 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

11 years in the industry.

  1. UBS Financial Services Inc.Jul 2026 to now
  2. C2 EducationMay 2026 to Jul 2026
  3. Epic SystemsJun 2025 to May 2026
  4. Elite PrepFeb 2025 to Jun 2025
  5. UnemployedJul 2024 to Jan 2025
  6. Bowdoin CollegeJun 2019 to Jun 2024
  7. Dougherty Valley High SchoolMay 2015 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
8312302
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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