Jack
Dennehy
Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jack Dennehy is a financial advisor based in New York, New York, working with UBS Financial Services Inc. Jack has previously held positions at UBS Financial Services, 891 Park Avenue, Asado Wing & Taco Co, Manteio Capital LLC, 895 Park Avenue, 18 Gramercy Park South, Crossroads, Coolbeans, De La Salle Academy, Memorial Sloan Kettering, Camp Fatima, Regis High School, College Of The Holy Cross, and University College Dublin. Jack has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jack is part of UBS Financial Services Inc, which operates out of New York, New York. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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 Dennehy Work History
Ubs Financial Services
891 Park Avenue
Asado Wing & Taco Co
Manteio Capital LLC
University College Dublin
College Of The Holy Cross
895 Park Avenue
College Of The Holy Cross
18 Gramercy Park South
Crossroads
College Of The Holy Cross
Coolbeans
De La Salle Academy
Camp Fatima
Memorial Sloan Kettering
Camp Fatima
Regis High School
Camp Fatima
Regis High School
Regis High School
Disclosures
Please visit the SEC profile of Jack Dennehy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Everett, WA
Weehawken, NJ
Bethesda, MD
Palo Alto, CA
Knoxville, TN
Short Hills, NJ
Mount Laurel, NJ
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
