Jay Mechling
Jay Mechling is a registered investment advisor at UBS Financial Services INC., based in Austin, TX, with 42 years of industry experience. Jay 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
401 W 4th Street, Suite 3100, Austin, TX, 78701
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2012Regulatory
August 1990Civil
March 1983Regulatory
March 1983Other Business Activities
Jay is a member of the Board of Directors for Austin Recovery, a drug and alcohol rehabilitation 501C3 organization, attending board meetings.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Universal Brokerage, INC.Broker
State Registrations30 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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