Jonathan
Danforth

Ubs Financial Services Inc

CRD#1513629
Investment Advisor
in Peabody, MA

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About this Advisor

Jonathan Danforth is an advisor located in Peabody, Massachusetts. Currently a registered investment advisor with Ubs Financial Services Inc, Danforth has 19 years of experience as a registered advisor. Danforth maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Danforth is able to act as a financial advisor in North Carolina and Texas. Danforth has worked their whole career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 locations across the United States. As a company, Ubs Financial Services Inc oversees $496 billion in assets across 957,738 client accounts and retains more than 13,335 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 500,077 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 56% of the advisory firm's investors 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

20 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

8 Essex Center Drive 2Nd Floor
Peabody, MA 01960

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA 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

Jonathan Danforth Work History

Jonathan has 20 years of experience.

2000 - Present (20 years)

Ubs Financial Services Inc

Disclosures

Jonathan Danforth has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Magda Malinowski
Chicago, IL
Nicole Hiller
Wayzata, MN
Heather Steggall
Birmingham, MI
Christopher Albanese
Weehawken, NJ
Danyi Gu
San Francisco, CA
Anita Humphrey
Clearwater, FL
Kimberly Sampson
Fort Lauderdale, FL
Jordan Winterfeld
Houston, TX

This content was compiled from the SEC and FINRA.

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