Jeoffrey Wasson
Jeoffrey Wasson is a registered investment advisor at UBS Financial Services INC., based in Scottsdale, AZ, with 32 years of industry experience. Jeoffrey 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
Scottsdale, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1999Other Business Activities
Jeoffrey is the sole owner of CTB Properties, LLC, established to hold rental property, requiring minimal time. He is also an investor with Perpetual Motion, LLC since 2006.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Salomon Smith Barney INC.Broker
State Registrations32 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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