Malcolm Jews is a CFP-designated registered investment advisor at United Brokerage Services INC, based in Washington, DC, with 4 years of industry experience. Malcolm 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
3030 M Street, NW, Washington, DC, 20007
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Malcolm co-founded a non-profit organization in 2017 to mentor and serve Baltimore City youth, dedicating minimal time. He is also a board member and treasurer for The Smart Cookie Foundation, Inc., which provides financial resources to students and teachers, also dedicating minimal time.
Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
State Registrations4 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.