Jeffrey Head
Jeffrey Head is a registered investment advisor at UBS Financial Services INC., based in Anchorage, AK, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
3000 A Street, Suite 100, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
March 2008Other Business Activities
Jeffrey is a partner in Passage Canal Development, a campground and parking lot business for boaters in Whittier, Alaska, since January 2024. He has a decision-making role in the business.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Capital Structuring Group, INC.Broker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael MeekUBS Financial Services INC.
- Richard HenningsenUBS Financial Services INC.
- Levi RobinsonUBS Financial Services INC.
- Thomas StonerUBS Financial Services INC.
- Timothy WhitworthUBS Financial Services INC.
- Tammy HeadUBS Financial Services INC.