Unionbanc Investment Services, LLC
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About this Advisor
Jeffrey Dockan is an investment advisor whose office is in San Diego, California. Currently a registered investment advisor with Unionbanc Investment Services, LLC, Dockan has 17 years of work experience in the financial advisory industry. Dockan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Dockan is registered to work with investors in California. Dockan has spent their complete career at Unionbanc Investment Services, LLC. Unionbanc Investment Services, LLC is headquartered in San Diego, California, and has 347 additional offices in the United States. In aggregate, Unionbanc Investment Services, LLC oversees $1 billion in assets dispersed across 4,151 client accounts and retains more than 634 people. The level of assets currently under the firm's management places it among the larger investment advisory firms in the nation. The firm manages 3,785 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Unionbanc Investment Services, LLC offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Unionbanc Investment Services, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Dockan Work History
Jeffrey has 17 years of experience.
Unionbanc Investment Services
Jeffrey Dockan has no disclosures.
Please visit their SEC profile for more details.