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Jason Cheu Email & Phone Number
Financial Advisor
at
UBS
1 work email found
@ubs.com
17 phones found area 415, 818, 510, 256, 440, 310, 626, 858, and 615
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Corte Madera, California, United States
Company size
Who is Jason Cheu? Overview
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Quick answer
Jason Cheu is listed as Financial Advisor at UBS, a with 28 employees, based in Corte Madera, California, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 415, 818, 510, 256, 440, 310, 626, 858, 615, and a matched LinkedIn profile for Jason Cheu.
Jason Cheu previously worked as Financial Advisor at Rw Baird Co Inc and VP, Senior Analyst at Gordian Wealth Advisors. Jason Cheu holds Mba, Finance from University Of Southern California - Marshall School Of Business.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jason Cheu. Compare company email patterns before reaching out.
Profile bio
About Jason Cheu
Investment professional looking for great assets, smart ideas, and interesting financial analysis. I want to work with emerging market leaders with disruptive business models and cutting edge technology who use data-driven, insightful research to drive performance.Specialties: Consumer technology, e-commerce, social media, and video game companies; Research and analysis on public securities and private companies; Angel investor and financial advisor to small private technology start-ups; On-the-side real estate/housing analyst and gold investor.
Listed skills include Start Ups, Equities, Management, Financial Modeling, and 14 others.
Current workplace
Jason Cheu's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
10 roles · 15 years
Jason Cheu work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Jan 2020 - Present
Financial Advisor
Rw Baird Co Inc
Private Wealth Advisor helping clients manage their assets and investments. To quote our Chairman, "We are deeply committed to providing clients with honest insights, reliable service and a long-term view that can help them navigate the increasing complexity of today's environment.” I specialize is U.S. Equities and have over 10 years of institutional investment experience.
May 2016 - Jan 2020
Vp, Senior Analyst
Researched, analyzed, and recommended investments for different portfolio strategies (Best Ideas, Covered Call, Fund of Funds) for a multi-family office RIA with $200MM AUMImplemented a research process involving detailed modeling, financial analysis and valuation comparisons to identify investment themes and company-specific ideasConducted primary research on industry and invested companies from a bottoms up approach using fundamental analysis, interviewing management teams and investor relations, and networking with industry participantsInterviewed and evaluated hedge fund portfolio managers for two fund of fund products for investment
Apr 2014 - May 2016
Vice President, Corporate Strategy & Planning
Evaluated and recommended new business opportunities and financing strategies for the company Helped open publishing and platform deals that resulted in $3.8M in revenue Developed business intelligence and analysis on industry trends and competitorsTook the company from startup to full series A and B, raised +$7M in venture capital funding
Apr 2012 - Mar 2014
Board Member
Our mission is to improve the investment process by enabling direct access and dialogue between companies and investors via an online collaborative technology platform.The Meetyl browser-based Management Access Software Solution utilizes a proprietary pairing algorithm to directly connect investors and companies based on user-specified company and sector interest.
2012 - 2014
~2 yrs
Equity Analyst - Consumer Technology
Researched public and private companies for investment in the consumer technology industry using fundamental analysis; authored sell-side investment reports on 14 Internet, e-commerce, social/digital media, and interactive entertainment companies under coverage.
Apr 2010 - Feb 2012
Equity Analyst, Partner
Haroun Capital Management, Llc
Researched technology and industrial companies for potential investment for a long/short hedge fund sponsored by Wilsey Bennett.
Apr 2008 - Jan 2010
Equity Research Associate/ Inst'L Sales
Sell-side equity research analyst covering Interactive Entertainment and Internet stocks; also worked as an institutional salesman on a team that generated commissions of +$10M per year covering SF and NYC hedge funds.
Jun 2004 - May 2008
Associate Analyst
Associate analyst covering business servicesResponsible for research on labor trends and macroeconomicsPerformed due diligence on IPOs
Aug 2001 - May 2004
2 education records
Jason Cheu education
Ba, Quantitative Economics & Decision Sciences
FAQ
Frequently asked questions about Jason Cheu
Quick answers generated from the profile data available on this page.
What company does Jason Cheu work for?
Jason Cheu works for UBS.
What is Jason Cheu's role at UBS?
Jason Cheu is listed as Financial Advisor at UBS.
What is Jason Cheu's email address?
AeroLeads has found 1 work email signal at @ubs.com for Jason Cheu at UBS.
What is Jason Cheu's phone number?
AeroLeads has found 17 phone signal(s) with area code 415, 818, 510, 256, 440, 310, 626, 858, 615 for Jason Cheu at UBS.
Where is Jason Cheu based?
Jason Cheu is based in Corte Madera, California, United States while working with UBS.
What companies has Jason Cheu worked for?
Jason Cheu has worked for Ubs, Rw Baird Co Inc, Gordian Wealth Advisors, U4Ia Games, and Meetyl Inc..
Who are Jason Cheu's colleagues at UBS?
Jason Cheu's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Jason Cheu?
You can use AeroLeads to view verified contact signals for Jason Cheu at UBS, including work email, phone, and LinkedIn data when available.
What schools did Jason Cheu attend?
Jason Cheu holds Mba, Finance from University Of Southern California - Marshall School Of Business.
What skills is Jason Cheu known for?
Jason Cheu is listed with skills including Start Ups, Equities, Management, Financial Modeling, E Commerce, Investments, Social Media, and Research.
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