Jared
Clauss

Ubs Financial Services Inc

CRD#5533035
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jared Clauss is an investment advisor who works in West Des Moines, Iowa. Currently a registered advisor with Ubs Financial Services Inc, they have accumulated 10 years of experience in the financial advisory industry. Clauss maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Clauss can work with investors in Iowa and Texas. Clauss has spent their complete career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in West Des Moines, Iowa, and has 369 additional offices across the country. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Ubs Financial Services Inc offers 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

5465 Mills Civic Parkway
West Des Moines, IA 50266

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

IA Average: 92
Total Number of Accounts

957,738

IA Average: 6,978
Average Account Size

$517,923

IA 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

Jared Clauss Work History

Jared has 10 years of experience.

2008 - Present (11 years)

Ubs Financial Services Inc

Disclosures

Jared Clauss has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Debra Noble
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Micaela Murphy
La Jolla, CA
Kory Frost
Farmington, MI
Felicia Chang
Pasadena, CA
Chester Wang
Boulder, CO
Juliana Trovato
Florham Park, NJ
Brent Barnhart
Birmingham, MI

This content was compiled from the SEC and FINRA.

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