Andrea
Jasen

Ubs Financial Services Inc

CRD#5984510
Investment Advisor
in Albuquerque, NM

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About this Advisor

Andrea Jasen is a financial advisor operating in Albuquerque, New Mexico, who has 13 years in the industry. Jasen is an employee of Ubs Financial Services Inc. During their career, the advisor has held roles at Ubs Financial Services Inc, University Of New Mexico and Enterprise Rent-A-Car. Jasen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Mexico. Ubs Financial Services Inc is a firm that has its headquarters in Albuquerque, New Mexico. The company has offices in 369 locations and a total of 15,605 advisors. It handles $591 billion in assets across its 975,301 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 5,525 charities and foundations. Of its 975,301 accounts, 58% are associated with high-net-worth individuals who have more than $1 million in assets. Ubs Financial Services Inc offers 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. Financial management fees usually are based on which services are provided. Fee types billed by Ubs Financial Services Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

2155 Louisiana Blvd Northeast Suite10000
Albuquerque, NM 87110

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

NM Average: 92
Total Number of Accounts

975,301

NM Average: 6,978
Average Account Size

$606,337

NM 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

Andrea Jasen Work History

Andrea has 13 years of experience.

2011 - Present (10 years)

Ubs Financial Services Inc

2011 - 2011 (< 1 year)

University Of New Mexico

2007 - 2011 (4 years)

Enterprise Rent-A-Car

Disclosures

Andrea Jasen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brennan Collins
Springfield, MA
Thomas Ladd
New York, NY
Quillian Grindstaff
Charlotte, NC
Tessa Zhang
Weehawken, NJ
Kay Buel
Kansas City, MO
Carlton Forrester
Atlanta, GA
Laura Lake
Louisville, KY
Mark Anderson
Birmingham, MI

This content was compiled from the SEC and FINRA.

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