Jacqueline Willens
Jacqueline Willens is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 41 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
1285 Avenue of the Americas, Floor 15 thru 18, New York, NY, 10019
Get directionsHistory
Regulatory History (2)
Regulatory
April 1997Customer Dispute
May 1996Other Business Activities
Jacqueline is a limited partner at Robert Willens, LLC, an accountancy and audit firm, since 2022. She provides advice on administrative and organizational issues, but the time commitment is not specified.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Drexel Burnham Lambert IncorporatedBroker
Norbay Securities INC.Broker
State Registrations33 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.