Jeffrey Adams
Jeffrey Adams is a registered investment advisor at UBS Financial Services INC., based in San Diego, CA, with 29 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
12220 El Camino Real, Suite 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Jeffrey is a board member for Arizina Alpha Housing Corporation, a non-profit housing corporation that assists undergraduates of Sigma Phi Epsilon at Arizona State University in managing housing. He advises undergraduates on the management of a house.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Prudential Securities IncorporatedBroker
Interfirst Capital CorporationBroker
State Registrations28 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.