John Acker
John Acker is a registered investment advisor at UBS Financial Services INC., based in Los Angeles, CA, with 27 years of industry experience. John 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
2000 Avenue of the Stars, 12th Floor South, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
John maintains financial records for family members, is Chairman of the Finance Committee for Journey of Faith, and Co-President of the Los Angeles Retarded Citizens Foundation. He is also the President of the Manhattan Beach Rotary Club from June 2024 to May 2025.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
State Registrations40 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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