Jeffrey
Lowden

Ubs Financial Services Inc

CRD#1988552
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jeffrey Lowden is a certified financial planner who is based out of Pittsburgh, Pennsylvania. Currently a registered advisor with Ubs Financial Services Inc, Lowden has a notable 29 years of work experience. Lowden holds a Series 63 license, qualifying them as a securities representative. Lowden can act as a financial advisor in Pennsylvania and Texas. Lowden has spent their whole career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of 369 offices throughout the United States. Overall, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Ubs Financial Services Inc can offer 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 63, Certified Financial Planner

Years of Experience

29 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

Bny Mellon Center 500 Grant Street, 46Th Floor
Pittsburgh, PA 15219

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

PA Average: 92
Total Number of Accounts

957,738

PA Average: 6,978
Average Account Size

$517,923

PA 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

Jeffrey Lowden Work History

Jeffrey has 29 years of experience.

1989 - Present (30 years)

Ubs Financial Services Inc

Disclosures

Jeffrey Lowden has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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