JA
JA

Jeffrey Alecci

37 Years of Experience
Point Pleasant Beach, NJ
Broker

Jeffrey Alecci is a registered investment advisor at UBS Financial Services INC., based in Point Pleasant Beach, NJ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
Loading...

Location

Point Pleasant Beach, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jeffrey manages investments for trusts and handles property management for West Cherry LLC, including insurance and expenses. These activities are related to managing assets and ensuring proper investments.

Employment History
Current Registrations
UBS Financial Services INC.
June 2016 - Present · 9 yrs 11 mos
UBS Financial Services INC.Broker
May 2016 - Present · 10 yrs
UBS Financial Services INC.
May 2016 - Present · 10 yrs
Previous Registrations
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2002 - April 2007 · 4 yrs 9 mos
Morgan Stanley Dw INC.Broker
May 1988 - April 2007 · 18 yrs 11 mos
State Registrations20 states
AZCACOCTFLGAILINKYMDNCNJNVNYOHPARISCVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.