Ubs Financial Services Inc
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About this Advisor
Jordan R Duesenberg is an advisor based in West Des Moines, Iowa. Currently a registered advisor with Ubs Financial Services Inc, Duesenberg has 14 years of practice as a registered investment advisor. Duesenberg holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Duesenberg is registered to work with customers in Iowa. Over the course of their career, Duesenberg has held roles at Ubs, Wells Fargo Home Mortgage, Embassy Club West, University Of Iowa Hospital Of Dentistry, Gary Brown Roofing Corp and Z'Mariks. Ubs Financial Services Inc is based out of West Des Moines, Iowa, and operates out of 369 other brick-and-mortar locations across the nation. As a company, Ubs Financial Services Inc oversees $496 billion in assets across 922,927 accounts and retains more than 13,402 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. 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
Jordan R Duesenberg Work History
Jordan R has 14 years of experience.
Wells Fargo Home Mortgage
Embassy Club West
Gary Brown Roofing Corp
University Of Iowa Hospital Of Dentistry
Jordan R Duesenberg has no disclosures.
Please visit their SEC profile for more details.