Bradford
Jeter

Ubs Financial Services Inc

CRD#6336515
Investment Advisor
in New York, NY
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About this Advisor

Bradford Jeter is an investment advisor whose office is in New York, New York. Currently an investment advisor with Ubs Financial Services Inc, Jeter has 11 years of work experience. Jeter maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Jeter can work with customers based out of New Jersey and Texas. Their career trajectory has included roles at Morgan Stanley, Langley High School, Ubs Financial Services Inc, Jones Lang Lasalle, Wake Forest University and Cooper Middle School. Ubs Financial Services Inc is headquartered in New York, New York, and operates out of 369 locations across the United States. Overall, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 accounts and retains more than 13,402 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the advisory firm's clients 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

1285 Avenue Of The Americas 38Th Floor
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

NY Average: 92
Total Number of Accounts

957,738

NY Average: 6,978
Average Account Size

$517,923

NY 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

Bradford Jeter Work History

Bradford has 11 years of experience.

2018 - Present (1 years)

Ubs Financial Services Inc

2017 - 2018 (1 years)

Morgan Stanley

2016 - 2016 (0 years)

Jones Lang Lasalle

2015 - 2015 (0 years)

Morgan Stanley

2014 - 2014 (0 years)

Morgan Stanley

2013 - 2017 (4 years)

Wake Forest University

2009 - 2013 (4 years)

Langley High School

2007 - 2009 (2 years)

Cooper Middle School

Disclosures

Bradford Jeter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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