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Cori A
Series 66
Bakersfield, CA
UBS Financial Services
Cori Ash is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Based in Bakersfield, CA, she provides advisory services through one of the largest firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.
Ira S. C
Series 66
Bakersfield, CA
UBS Financial Services
Ira S. Cohen is a financial advisor with UBS Financial Services in Bakersfield, CA, holding a Series 66 designation and having 45 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to develop customized financial plans.
Jason C
Series 63, Series 65
Bakersfield, CA
UBS Financial Services
Jason Cohen is a financial advisor with UBS Financial Services in Bakersfield, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with UBS since 2007 and operates a separate business, Ira S. Cohen, since 2000. Outside of his advisory work, Cohen serves as a trustee for the Bakersfield Memorial Hospital Foundation and has been involved with the Kern Community Foundation as a board member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management, supported by proprietary research and a broad platform of capital markets and advisory services.
Shane B
CFP®, Series 66
Bakersfield, CA
UBS Financial Services
Shane Bryan is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2022. His prior roles include positions at ValMark Advisers, Inc. and Valmark Securities, Inc., where he worked for five years, as well as at Independent Financial Group. Bryan serves on the board of directors for the Boys and Girls Club of Kern County, a nonprofit organization. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.
Petar R
Series 66
Bakersfield, CA
UBS Financial Services
Petar Repar is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2015, following a decade in education prior to his advisory career. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.
Romany P
Series 66
Bakersfield, CA
UBS Financial Services
Romany Pinto De La Paz is a financial advisor at UBS Financial Services with five years of industry experience. They hold a Series 66 designation and have worked at UBS since 2018. Prior to joining UBS, Romany held roles at the Kern County Administrative Office and has experience outside finance, including working at El Jacalito Mexican Restaurant. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and offers a broad range of capital markets services supported by proprietary research and institutional trading capabilities.
Christopher M
Series 66
Bakersfield, CA
UBS Financial Services
Christopher Mcgehee is a financial advisor with UBS Financial Services in Bakersfield, CA. He holds the Series 66 designation and has 19 years of industry experience, including 13 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.
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