Harish Jashnani
View FINRA BrokerCheck informationContact us

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.

Start the conversation
Mature woman on laptop

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

Harish Jashnani

Education

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

Credentials

  • Portfolio Manager

Harish Jashnani

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

Email Me

harish.jashnani@ubs.com
Harish Jashnani
61 South Paramus Road,Paramus,NJ,07652

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

House View Monthly

Helping women take charge

Helping women take charge

offshore wind farm

Sustainability matters

LA Skyline

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings