AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jason Richard Chandler

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey
SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 57TO, Series 63, Series 65Clean recordUBS FINANCIAL SERVICES INC.
1200 HARBOR BOULEVARD, WEEHAWKEN, NJ 07086CRD# 2382465Firm CRD# 8174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Richard Chandler · WEEHAWKEN, NJ
Registration
CRD #2382465 · UBS FINANCIAL SERVICES INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 8
Series 9
Series 10
Series 24
Series 57TO
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163
AUM
$702.4B
Regulatory assets under management
Employees
12,701
1,093,486 client accounts
Services offered by UBS FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at UBS FINANCIAL SERVICES INC. →
Introduction

Speak with Jason Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEEHAWKEN?

Browse all registered financial advisors in WEEHAWKEN, New Jersey or claim this profile if it's yours.

Browse WEEHAWKEN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jason Richard Chandler offer?
Jason Richard Chandler specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in WEEHAWKEN, New Jersey for a consultation.
What are Jason Richard Chandler's credentials?
Jason Richard Chandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Richard Chandler located?
Jason Richard Chandler is based in WEEHAWKEN, New Jersey, working with UBS FINANCIAL SERVICES INC.. Their office serves clients in the WEEHAWKEN metropolitan area and surrounding communities.
How does Jason Richard Chandler charge for services?
Jason Richard Chandler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS FINANCIAL SERVICES INC.?
UBS FINANCIAL SERVICES INC. has approximately 12701 employees and manages $702.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at UBS FINANCIAL SERVICES INC.

Brent Henricksen Taylor
WEEHAWKEN, NJ
William Patrick Frey
WEEHAWKEN, NJ
John J. Brown
WEEHAWKEN, NJ
John Jerome Iii Mcdermott
WEEHAWKEN, NJ
Edvard Olsen
WEEHAWKEN, NJ
Helene Narcy
WEEHAWKEN, NJ

More Advisors in WEEHAWKEN, New Jersey

Joseph Somma
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ
Lance Walter Deal
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ
Brian Patrick Hull
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ
Catherine Ann Newcomb
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ
Kristen Michelle Dugan
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ
Paul Martin Hatch
UBS FINANCIAL SERVICES INC.·WEEHAWKEN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WESTWOOD (25)PARAMUS (24)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile