Jeffrey Hunter
Jeffrey Hunter is a registered investment advisor at UBS Financial Services INC., based in Los Angeles, CA, with 36 years of industry experience. Jeffrey 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
2000 Avenue of the Stars, 12th Floor South, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 1990Criminal
March 1983Other Business Activities
Jeffrey is an advisor for Auticon Training Institute, a non-profit focused on employment for people on the autism spectrum, since January 2024. The role involves advising on helping those on the autism spectrum and helping companies understand how to hire and retain those individuals.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Security Discount Brokerage,inc.Broker
State Registrations37 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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