John
Kerr
Ubs Financial Services Inc
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About this Advisor
John Kerr is a financial advisor based out of San Diego, California with a total of 14 years of relevant experience. Kerr is an advisor for Ubs Financial Services Inc. Throughout their career, they have worked at Ubs Financial Services Inc. Kerr maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Ubs Financial Services Inc is a business headquartered in Weehawken, NJ. It has offices in 369 locations and a total of 13,059 people on staff. It manages $601 billion in assets between its 1,077,471 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 8,062 charitable organizations. Of its 1,077,471 accounts, 65% are held by high-net-worth clients who have greater than $1 million in assets. Ubs Financial Services Inc performs a number 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. A financial advisor's fee schedules largely vary depending on which service is offered. Fees charged by Ubs Financial Services Inc can include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$600,808,847,012
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,059
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,077,471
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$557,610
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
John Kerr Work History
John has been registered as a financial advisor for 14 years.*
Ubs Financial Services Inc
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 John Kerr 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
Miami, FL
Short Hills, NJ
Asheville, NC
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Watertown, NY
Chesterfield, MO
Miami, FL
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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