Jessica
Hayes

Ubs Financial Services Inc

CRD#4852617
Investment Advisor
in Kansas City, MO
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About this Advisor

Jessica Hayes is a financial advisor operating in Kansas City, Missouri, who has been in the advisory business for 12 years. Hayes is an employee of Ubs Financial Services Inc. They have spent all of their time as a financial advisor at Ubs Financial Services Inc. Hayes maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Ubs Financial Services Inc is an advisory business headquartered in Kansas City, Missouri. The firm has offices in 369 locations and a total of 13,402 financial advisors. It administers $496 billion in assets across its 922,927 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 4,543 charities and foundations. Of its 922,927 client accounts, 52% are associated with high-net-worth clients who have more than $1 million in assets. Ubs Financial Services Inc provides a number of services, including 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. Fees charged by financial advisors typically are based on which service is provided. Fee types charged by Ubs Financial Services Inc may include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

700 West 47Th Street Ste 500
Kansas City, MO 64112

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MO Average: 92
Total Number of Accounts

957,738

MO Average: 6,978
Average Account Size

$517,923

MO 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

Jessica Hayes Work History

Jessica has 12 years of experience.

2006 - Present (13 years)

Ubs Financial Services Inc

Disclosures

Jessica Hayes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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