JP
JP

Jerry Pascucci

14 Years of Experience
New York, NY
Broker

Jerry Pascucci is a registered investment advisor, based in New York, NY, with 14 years of industry experience.

Location

1285 Avenue of the Americas, 20th Floor, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerry serves as a director for the Institute for Portfolio Alternatives, an industry association. He also attends board meetings as a board observer for iCapital Networks since 2017.

Employment History
Current Registrations
UBS Asset Management (US) INC.
February 2025 - Present · 1 yr 5 mos
UBS Asset Management (US) INC.Broker
February 2025 - Present · 1 yr 5 mos
UBS Financial Services INC.
January 2012 - Present · 14 yrs 6 mos
UBS Financial Services INC.
April 2011 - Present · 15 yrs 3 mos
UBS Financial Services INC.Broker
April 2011 - Present · 15 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jerry Pascucci - Financial Advisor | TrueAdvisor