UBS Financial Services
47yrs
Top advisor by experience in Pasadena
7yrs
Jun Liao
Financial advisor at UBS Financial Services
Jun Liao is a fiduciary financial advisor in Pasadena, California, with 7 years in the industry. Jun joined UBS Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficePasadena, CA
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.
Career
- 2023 – nowUBS Financial Services Inc.Current firm
- Apr 2023 – May 2023UBS Financial Services Inc.Previously
Contact Jun
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Jun. Pasadena, CAOffice · Get directions LinkedIn pageUBS Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jun
Tailored to Jun’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jun
How do I contact Jun?
Call UBS Financial Services at (201) 352-3000 and ask for Jun Liao. Jun works from the Pasadena, CA office.
How long has Jun been a financial advisor?
Jun has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jun hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jun a fiduciary?
Jun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jun 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 Jun 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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