Talk to sales Try for Free
Jason I. Feldman, CPWA®, CIMA®

Jason I. Feldman, CPWA®, CIMA®

Executive Director -Investments

Followers of Jason I. Feldman, CPWA®, CIMA®209 followers
location of Jason I. Feldman, CPWA®, CIMA®New York, New York, United States

Connect with Jason I. Feldman, CPWA®, CIMA® to Send Message

Connect

Connect with Jason I. Feldman, CPWA®, CIMA® to Send Message

Connect

  • Timeline

  • About me

    The Feldman Group, UBS Financial Services, Inc.

  • Education

    • City University of New York-Brooklyn College

      1985 - 1989
      Computers and Info Science, Economics

  • Experience

    • Oppenheimer & Co.

      Jan 1993 - Jan 2004
      Executive Director -Investments

    • UBS Financial Services, Inc.

      Jul 2004 - now
      Senior Vice President -Investments

      Brokerage and Advisory ServicesSenior Portfolio Manager, Portfolio Management ProgramThe Feldman Group

  • Licenses & Certifications

    • **Registered States** AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OK, PA, RI, TN, TX, VA

      FINRA