Jonathan Eklin
Jonathan Eklin is a registered investment advisor at UBS Financial Services INC., based in Wayzata, MN, with 37 years of industry experience. Jonathan 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
681 East Lake Street, Suite 354, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Jonathan manages rental housing through his sole proprietorship, Appian Sol LLC, since 2015. He is also the proprietor/owner of Bad Medicine Brewing LLC, a brewery established in 2020.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations26 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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