Janet
Groves

Ubs Financial Services Inc

CRD#1749878
Investment Advisor
in San Diego, CA

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About this Advisor

Janet Groves is a financial advisor who works out of San Diego, California with a total of 24 years of relevant experience. Groves is currently employed by Ubs Financial Services Inc. They have been an employee of Ubs Financial Services Inc for the entirety of their career. Groves has a Series 63 license, qualifying them as a securities representative, and is approved to work in California, Missouri and Texas. Ubs Financial Services Inc is a firm that has its headquarters in Weehawken, NJ. The investment advisory business has offices in 369 locations and a total of 13,059 financial advisors. It manages $601 billion in assets under management between its 1,077,471 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 8,062 charities and foundations. Of its 1,077,471 customer accounts, 65% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a wide assortment of services, such as 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. Fees charged by financial advisors vary depending on the financial services. Fee types billed by Ubs Financial Services Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

24 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

600 West Broadway Suite 2100
San Diego, CA 92101

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$600,808,847,012

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

13,059

CA Average: 92
Total Number of Accounts

1,077,471

CA Average: 6,978
Average Account Size

$557,610

CA Average: $1,450,417

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

Janet Groves Work History

Janet has been registered as a financial advisor for 24 years.*

1995 - Present (29 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janet Groves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Janine Klein
Miami, FL
David Coleman
Short Hills, NJ
Karyn Laughrun
Asheville, NC
Donald Rosenthal
Short Hills, NJ
Eric Delagarza
Watertown, NY
Michael Tusing
Chesterfield, MO
Seth Ripple
Miami, FL
John Mccolskey
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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