Fay
Fruin-Jameson

Ubs Financial Services Inc

CRD#1546554
Investment Advisor
in Los Gatos, CA

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About this Advisor

Fay Fruin-Jameson is a financial advisor who works in Los Gatos, California. Currently an investment advisor with Ubs Financial Services Inc, they have accrued nine years of professional experience as an investment advisor. Fruin-Jameson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Fruin-Jameson is able to operate in California. Fruin-Jameson has worked their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Los Gatos, California, and operates out of 369 additional offices throughout the country. Overall, Ubs Financial Services Inc manages $496 billion in assets covering 957,738 accounts and retains more than 13,335 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 500,077 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 56% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

Disclosures

No

Office Location

750 University Avenue Suite 250
Los Gatos, CA 95032

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

CA Average: 92
Total Number of Accounts

957,738

CA Average: 6,978
Average Account Size

$517,923

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

Fay Fruin-Jameson Work History

Fay has 10 years of experience.

2011 - Present (9 years)

Ubs Financial Services Inc

Disclosures

Fay Fruin-Jameson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Gregory Miller
Newtown, PA
Evan Bloomberg
Short Hills, NJ
Christopher Albanese
Weehawken, NJ
Amanda Evans
Houston, TX
Peter Maroney
New York, NY
Chad Torelli
New York, NY
Catherine L. Smith
Portland, ME

This content was compiled from the SEC and FINRA.

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