JW
JW

Jamicia Ware

7 Years of Experience
Houston, TX
1 DisclosureBroker

Jamicia Ware is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 7 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

4400 Post Oak Parkway, Suite 1700, Houston, TX, 77027

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History

Regulatory History (1)
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Financial
August 2017
Final
Employment History
Current Registrations
UBS Financial Services INC.
December 2021 - Present · 4 yrs 9 mos
UBS Financial Services INC.
December 2021 - Present · 4 yrs 9 mos
UBS Financial Services INC.Broker
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2018 - December 2021 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2018 - December 2021 · 3 yrs 5 mos
State Registrations23 states
ALAZCACOCTDEFLHIIAILKSLAMAMNMSNCNVNYORPASCTXWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.