Jeffrey Nash
Jeffrey Nash is a registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, 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
555 California St, 34th, 36th & 46th Floors, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Jeffrey is a co-trustee of a decedent's trust, reviewing investments with another trustee. He also acts as trustee for an insurance trust until the beneficiary is 33 years old, with no action required until the grantors pass away.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Davis, Skaggs & CO., INC.Broker
State Registrations27 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
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