Ubs Financial Services Inc

Investment Advisor
in Irvine, CA

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About this Advisor

Crystal Jamieson is a financial advisor based in Irvine, California. Currently an advisor at Ubs Financial Services Inc, they have accrued 10 years of work experience in the financial advisory industry. Jamieson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Jamieson can advise clients based out of California. Throughout their career, they have worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, D.A. Davidson & Co, Ubs Financial Services Inc and Stifel Nicolaus & Co Inc. Ubs Financial Services Inc is located in Irvine, California, and operates out of 369 offices throughout the United States. As a company, Ubs Financial Services Inc manages $591 billion in assets covering 975,301 accounts and employs more than 15,605 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 522,287 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 58% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Ubs Financial Services Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

20 Pacifica
Irvine, CA 92618

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


CA Average: $10,121,009,343
Total Number of Employees


CA Average: 92
Total Number of Accounts


CA Average: 6,978
Average Account Size


CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Crystal Jamieson Work History

Crystal has 10 years of experience.

2019 - Present (1 year)

Ubs Financial Services Inc

2019 - 2019 (< 1 year)

D.A. Davidson & Co

2017 - 2019 (2 years)

Stifel Nicolaus & Co Inc

2014 - 2017 (3 years)

Wells Fargo Advisors

2012 - 2014 (2 years)

Morgan Stanley Smith Barney

2011 - 2012 (1 year)

Wells Fargo Advisors


Crystal Jamieson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Aileen Schruth
New York, NY
Kevin Marriott
Fort Lauderdale, FL
Candace Cline
Charlotte, NC
Sean Moran
Chicago, IL
Matthew Galvin
New York, NY
Henry Stellwagen
Los Angeles, CA
Jessica Hymel
Salt Lake City, UT

This content was compiled from the SEC and FINRA.

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