JB
JB

Jill Bobigan

45 Years of Experience
New York, NY
2 DisclosuresBroker

Jill Bobigan is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 45 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
Loading...

Location

299 Park Avenue, 8th, 9th, & 11th Floors, New York, NY, 10171

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
Customer Dispute
November 1999
Settled
Other Business Activities

Jill is the treasurer for PS 199 PTA. This activity is not investment-related.

Employment History
Current Registrations
UBS Financial Services INC.
January 2010 - Present · 16 yrs 4 mos
UBS Financial Services INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
February 1992 - April 2007 · 15 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1987 - February 1992 · 4 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1981 - August 1987 · 6 yrs 5 mos
State Registrations37 states
AZCACOCTDCDEFLGAIDILKYMAMDMEMIMNMOMTNCNDNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWY
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.