Rodrigo Jabali
Rodrigo Jabali is a registered investment advisor at UBS Financial Services INC., based in Miami, FL, with 25 years of industry experience. Rodrigo 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
100 SE 2nd Street, 27th Floor, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Regulatory
December 2011Other Business Activities
Rodrigo is a partner in 1002 Real Estate Development LLC, a real estate buying business, since March 2021. He dedicates minimal time to this activity as an investor.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Xp Advisory US, INC.
Xp Advisors, INC
Xp Investments US, LLCBroker
Alveo Wealth Management, LLC
Global Investor Services, L.C.Broker
Tradewire Securities LLCBroker
Bulltick Securities, LLCBroker
Bulltick, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations11 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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