Jonathan Beukelman
Jonathan Beukelman is a registered investment advisor at UBS Financial Services INC., based in Denver, CO, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
4600 S. Ulster Street 7th floor, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is involved in several business activities, including serving on the board of trustees for Taylor University (ended in 2013), being a partner in Me Likee LLC (frozen yogurt), managing an Indiana LLC, serving on the board of directors for DocBuddy LLC (medical software), being involved with Nuggets Hoops LLC, and being a passive investor in Advantage Flex Equipment Rental Program. None of these activities appear to be insurance-related.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Long Grove Trading CO.Broker
State Registrations49 states
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