Jonathan Matuszkiewicz
Jonathan Matuszkiewicz is a registered investment advisor at United Brokerage Services INC, based in Charleston, WV, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
500 Virginia Street East, Charleston, WV, 25322
Get directionsHistory
Regulatory History (4)
Financial
August 2016Regulatory
February 2015Criminal
September 2005Criminal
August 2005Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Eagle Strategies LLC
Nylife 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.