Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Harish Jashnani

First Vice President–Wealth Management

Financial Advisor

I entered the financial services industry in 1989. After 17 years with Morgan Stanley Smith Barney I joined UBS in 2011. Being in this profession for over 30 years, I have accumulated vast knowledge of different financial products, services and understanding of risks in these environments. I am FINRA-registered and hold the series 7, 31, 63, 65 securities licenses, as well as licenses for life, health, variable annuity, long term care and variable life insurance. I am fluent in Hindi and Sindhi languages. I graduated from B.N.S.D Inter College in Kanpur, India with a degree in Science.

Registered States:
  • CA
  • FL
  • GA
  • MI
  • NC
  • NJ
  • NY
  • PA
  • TX

Education

  • B.S., Science, B.N.S.D Inter College, India

Credentials

  • Portfolio Manager
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

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Helping women take charge

Helping women take charge

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Sustainability matters

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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As of 06/30/2024

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