Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
9yrs
Jared Crowe
Financial advisor at UBS Financial Services
Jared Crowe has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Columbus, Ohio. Jared has been with UBS Financial Services since 2022; before that, Jared spent less than a year at J.P. Morgan Securities and two years at Morgan Stanley. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeColumbus, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowUBS Financial Services Inc.Current firm
- Oct 2021 – Mar 2022J.P. Morgan Securities LLCPreviously
- Aug 2019 – Jul 2021Morgan StanleyPreviously
- Apr 2018 – Aug 2019J.P. Morgan Securities LLCPreviously
Contact Jared
Columbus, OHOffice · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call UBS Financial Services at (201) 352-3000 and ask for Jared Crowe. Jared works from the Columbus, OH office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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