Jonea Glaspie
Jonea Glaspie is a registered investment advisor at UBS Financial Services INC., based in Beverly Hills, CA, with 18 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
131 South Rodeo Drive, Suite 300, Beverly Hills, CA, 90212
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Regulatory History
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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Jonea is involved with The Links, Incorporated, a charitable organization, where she participates in public speaking engagements and virtual webinars, dedicating minimal time. Jonea also owns Deane Ave Holdings LLC, a limited liability company, and acts as a landlord, dedicating minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Investors Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
Legend Equities CorporationBroker
Summit Brokerage Services, INC.Broker
Cetera Financial Specialists LLCBroker
First Allied Securities, INC.Broker
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Institutional Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
E*trade Securities LLCBroker
State Registrations1 state
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.