Jordan R
Duesenberg

Ubs Financial Services Inc

CRD#6301559
Investment Advisor
in West Des Moines, IA
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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

Series 66

Years of Experience

14 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

Jordan R Duesenberg Work History

Jordan R has 14 years of experience.

2014 - Present (5 years)

Ubs

2012 - 2014 (2 years)

Wells Fargo Home Mortgage

2012 - 2012 (< 1 year)

Embassy Club West

2011 - 2011 (< 1 year)

Gary Brown Roofing Corp

2010 - 2010 (< 1 year)

Z'Mariks

2009 - 2009 (< 1 year)

University Of Iowa Hospital Of Dentistry

Disclosures

Jordan R Duesenberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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