St Petersburg, FL Office
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UBS Financial Services
Institution
Firm-wide stats for UBS Financial Services
About
UBS Financial Services Inc. serves individual, corporate and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap fee programs and distribution of mutual funds and alternative products. The firm is registered as a broker‑dealer, an investment adviser and a futures commission merchant and also provides custody, underwriting and other capital markets services through its platform.
Advisory work is delivered through a network of Financial Advisors who use proprietary capital market assumptions, model-based asset allocations and research from the Chief Investment Office and UBS Global Research (INV Research) to tailor plans and probabilistic analyses to clients’ stated goals and risk tolerances. When engaged for fee‑based Financial Planning Services the firm acts in a fiduciary capacity and discloses and monitors relevant conflicts such as revenue sharing, sweep arrangements and the firm’s trading practices.
Compared with many peers, UBS combines institutional trading capabilities with wealth management services: it operates as a futures commission merchant, conducts principal trading and market‑making (including markups/markdowns and underwriting activity) and uses internal pricing practices that are less common among large advisory institutions. The firm also distributes proprietary periodic research and maintains affiliated banking and securities‑backed lending programs and data‑analytics (Strategic Insights) arrangements with product providers, all of which broaden its service set and are disclosed in its Form ADV.
Based on UBS Financial Services
Location
St Petersburg FL
Advisors at this office
3
Advisors at this office
Brennan L
Series 63, Series 65
St. Petersburg, FL
UBS Financial Services
Brennan Lane is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Sorrento Pacific Financial, LLC, and Community Bank. Outside of his advisory role, Lane manages an inactive AI-driven e-commerce business selling consumer products. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances.
Jay B
Series 63, Series 65
St. Petersburg, FL
UBS Financial Services
Jay Blair is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Blair is involved as a primary investor and officer in real estate partnerships focused on residential and land investments in Buffalo, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.
Jared E
Series 66
Petersburg, FL
UBS Financial Services
Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.
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