Jonathan Mitchell
Jonathan Mitchell is a registered investment advisor at UBS Financial Services INC., based in Tucson, AZ, with 30 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
2840 E. Skyline Drive, Suite 200, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Jonathan is a non-compensated volunteer private investigator and a silent partner in a fast casual restaurant. He also performs trustee duties for the Lyon GST Trust.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Olde Discount CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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