Jack
Lamm

Ubs Financial Services Inc

CRD#6619522
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jack Lamm is a financial advisor whose office is in Albuquerque, New Mexico. Currently a registered advisor at Ubs Financial Services Inc, Lamm has 13 years of work experience. Lamm maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Lamm is able to work with clients based out of New Mexico. Lamm has gained experience at Northwestern Mutual and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Albuquerque, New Mexico, and operates out of 369 locations in the United States. In total, Ubs Financial Services Inc manages $591 billion in assets across 975,301 client accounts and retains more than 15,605 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 522,287 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 58% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc provides 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

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

Jack Lamm Work History

Jack has 13 years of experience.

2017 - Present (4 years)

Ubs Financial Services Inc

2016 - 2016 (< 1 year)

Northwestern Mutual

Disclosures

Jack Lamm has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Matthew La Marche
Denver, CO
John Ryan
Rocky River, OH
Evan Goldfarb
Weehawken, NJ
William Black
Cincinnati, OH
Ryan Mcgovern
Boston, MA
Rachel Holbrook
Boston, MA
Matthew Jack
Paramus, NJ
Jasmine Thomas
Atlanta, GA

This content was compiled from the SEC and FINRA.

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