RJ
RJ

Rodrigo Jabali

25 Years of Experience
Miami, FL
1 DisclosureBroker

Rodrigo Jabali is a registered investment advisor at UBS Financial Services INC., based in Miami, FL, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

100 SE 2nd Street, 27th Floor, Miami, FL, 33131

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History

Regulatory History (1)
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Regulatory
December 2011
Final
Other 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.
April 2024 - Present · 2 yrs 5 mos
UBS Financial Services INC.Broker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Xp Advisory US, INC.
October 2017 - August 2023 · 5 yrs 10 mos
Xp Advisors, INC
April 2015 - December 2016 · 1 yr 8 mos
Xp Investments US, LLCBroker
May 2014 - August 2023 · 9 yrs 3 mos
Alveo Wealth Management, LLC
July 2013 - June 2014 · 11 mos
Global Investor Services, L.C.Broker
December 2012 - June 2014 · 1 yr 6 mos
Tradewire Securities LLCBroker
January 2009 - December 2012 · 3 yrs 11 mos
Bulltick Securities, LLCBroker
November 2006 - November 2008 · 2 yrs
Bulltick, LLCBroker
June 2005 - September 2008 · 3 yrs 3 mos
Citigroup Global Markets INC.
April 2000 - April 2005 · 5 yrs
Citigroup Global Markets INC.Broker
April 2000 - April 2005 · 5 yrs
State Registrations10 states
CADEFLGAMAMDMONJNYVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Rodrigo Jabali - Financial Advisor | TrueAdvisor