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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Jacksonville, FL

Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Jacksonville, A to Z.

The short answer

12 registered advisors work at UBS Financial Services Inc. in Jacksonville, out of 8,475 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.

UBS Financial Services Inc. advisors in Jacksonville, A to Z

Every UBS Financial Services Inc. advisor →

UBS Financial Services Inc. advisors in every city and state →UBS Financial Services Inc.: assets, clients and custodians →UBS news and advisor moves →UBS Financial Services Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

UBS Financial Services Inc. advisors in other cities

New York, NY 935Weehawken, NJ 599San Francisco, CA 189Cincinnati, OH 188Houston, TX 186Chicago, IL 173Boston, MA 159Charlotte, NC 147Miami, FL 140Atlanta, GA 137Dallas, TX 137Los Angeles, CA 133Denver, CO 123San Diego, CA 118Coral Gables, FL 115

Other firms in Jacksonville

All Jacksonville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25

Questions

How many financial advisors does UBS Financial Services Inc. have in Jacksonville?

12 investment adviser representatives are registered at UBS Financial Services Inc. offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.

Is UBS Financial Services Inc. one of the largest advisor employers in Jacksonville?

UBS Financial Services Inc. ranks number 26 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.

How do I check a UBS Financial Services Inc. advisor in Jacksonville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.