Scott
Jackson

Ubs Financial Services Inc

CRD#4453148
Investment Advisor
in West Des Moines, IA

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About this Advisor

Scott Jackson is a financial advisor whose office is in West Des Moines, Iowa. Currently a registered investment advisor at Ubs Financial Services Inc, they have accrued 16 years of work experience. Jackson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Jackson is able to operate in Iowa and Texas. Over the course of their career, they have held roles at Ubs Financial Services Inc and Wells Fargo. Ubs Financial Services Inc is headquartered in West Des Moines, Iowa, and has 369 brick-and-mortar locations in the United States. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ubs Financial Services Inc can provide 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

Scott Jackson Work History

Scott has 16 years of experience.

2013 - Present (6 years)

Ubs Financial Services Inc

2002 - 2013 (11 years)

Wells Fargo

Disclosures

Scott Jackson 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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