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Jeffrey Hackett

UBS Financial Services INC.
31 Years of Experience
San Diego, CA
1 DisclosureBroker
View SEC Summary
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Jeffrey Hackett is a registered investment advisor at UBS Financial Services INC., based in San Diego, CA, with 31 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.

UBS Financial Services INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • 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.
One-Time Plan:$500 - $50,000
View Full SEC Brochure

Location

12220 El Camino Real, Suite 400, San Diego, CA, 92130

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is a member of Let's Go!, LLC, a partnership that rents out a Winnebago Revel Sprinter Van. Jeffrey's role involves financial modeling, analyzing the entity structure and tax ramifications, and coordinating tax preparation for the LLC.

Employment History
Current Registrations
UBS Financial Services INC.
December 2008 - Present · 17 yrs 10 mos
UBS Financial Services INC.
November 2008 - Present · 17 yrs 11 mos
UBS Financial Services INC.Broker
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
December 2000 - April 2007 · 6 yrs 4 mos
Morgan Stanley Dw INC.Broker
August 1999 - April 2007 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - September 1999 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
January 1995 - June 1996 · 1 yr 5 mos
State Registrations18 states
AZCACODEFLHIIDINMANVNYORPATNTXVTWAWY
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.
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