JG
JG

Jordan Gersch

24 Years of Experience
San Francisco, CA
Broker

Jordan Gersch is a registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, with 24 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

555 California St, 34th, 36th & 46th Floors, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jordan is the owner of First Tracks LLC, a real estate business, since 2016. This activity is investment-related and does not require any time commitment during or after business hours.

Employment History
Current Registrations
UBS Financial Services INC.
September 2022 - Present · 3 yrs 8 mos
UBS Financial Services INC.
September 2022 - Present · 3 yrs 8 mos
UBS Financial Services INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Morgan Stanley
May 2011 - October 2022 · 11 yrs 5 mos
Morgan StanleyBroker
May 2011 - October 2022 · 11 yrs 5 mos
Deutsche Bank Securities INC.
June 2009 - May 2011 · 1 yr 11 mos
Deutsche Bank Securities INC.Broker
April 2009 - May 2011 · 2 yrs 1 mo
Thinkequity LLCBroker
March 2005 - April 2009 · 4 yrs 1 mo
Barclays Global Investors ServicesBroker
July 2003 - March 2005 · 1 yr 8 mos
Banc of America Securities LLCBroker
June 2001 - November 2002 · 1 yr 5 mos
State Registrations32 states
AZCACOCTDCFLGAHIIDILINLAMAMDMSNCNDNJNVNYOHOKORPASCSDTNTXUTVAWAWI
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.
Jordan Gersch - Financial Advisor | TrueAdvisor