Jacob Schori
Jacob Schori is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 42 years of industry experience. Jacob 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
1285 Ave of the Americas 19th floor, New York, NY, 10019
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
January 2010Other Business Activities
Jacob co-owns YAYA Investment LLC with his wife, reviewing investments. He is also a board member for the American Friends of TLV University, where he is involved in fundraising and investment decisions.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations10 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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