Jonathan Awad
Jonathan Awad is a registered investment advisor at UBS Financial Services INC., based in Ponte Vedra Beach, FL, with 37 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
822 North Highway A1A Suite 211, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
September 2006Other Business Activities
Jonathan is involved with several outside business activities, including serving as treasurer for I AM ABLE Inc., a partner in Signs for the Times, LLC, and a board member for Sawgrass Island Homeowners Assoc. He also holds positions with 701 Management, LLC, Champions Life, and 904 elite.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services 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.