Ubs Financial Services Inc
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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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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.
Ubs Financial Services Inc
Jared Clauss has no disclosures.
Please visit their SEC profile for more details.