John
Harrison

Ubs Financial Services Inc

CRD#5623523
Investment Advisor
in Portland, OR
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About this Advisor

John Harrison is a certified financial planner located in Portland, Oregon. Currently a registered financial advisor at Ubs Financial Services Inc, Harrison has 10 years of practice as a financial advisor. Harrison maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Harrison is registered to operate based out of Texas. During their career, the advisor has held roles at Axa Advisors, LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Portland, Oregon, and operates out of 369 brick-and-mortar locations in the United States. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 client accounts and retains more than 13,402 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have over $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, Certified Financial Planner

Years of Experience

10 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

805 Southwest Broadway
Portland, OR 97205

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

OR Average: 92
Total Number of Accounts

957,738

OR Average: 6,978
Average Account Size

$517,923

OR 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

John Harrison Work History

John has 10 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2008 - 2015 (7 years)

Axa Advisors, LLC

Disclosures

John Harrison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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