Jack Stonhaus
Jack Stonhaus is a registered investment advisor at UBS Financial Services INC., based in Fresno, CA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
Fig Garden Financial Center, 5200 North Palm Suite 101, Fresno, CA, 93704-9874
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2007Customer Dispute
February 2004Other Business Activities
Jack is an advisor or member of an advisory committee for The Fresno State Foundation since 2002. He dedicates minimal time to this role, providing advice that may influence the board or senior management.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations18 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.