Thomas
Jenkins

Ubs Financial Services Inc

CRD#2562513
Investment Advisor
in Houston, TX

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About this Advisor

Thomas Jenkins is a financial advisor who works out of Houston, Texas, who has been in the industry for 10 years. Jenkins works at Ubs Financial Services Inc. Throughout their career, they have worked at Bank Of America Merrill Lynch and Ubs Financial Services Inc. Jenkins holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Ubs Financial Services Inc is an advisory business operating in Houston, Texas. The company has offices in 369 locations and a total of 15,605 people on staff. It controls $591 billion in total assets among its 975,301 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 5,525 charities and foundations. Of its 975,301 accounts, 58% are held by high-net-worth investors who have more than $1 million in assets. Ubs Financial Services Inc provides a wide array of services, including 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. Financial management fees depend on the type of services provided. However, fees billed by Ubs Financial Services Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

4400 Post Oak Parkway
Houston, TX 77027

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

TX Average: 92
Total Number of Accounts

975,301

TX Average: 6,978
Average Account Size

$606,337

TX 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

Thomas Jenkins Work History

Thomas has 10 years of experience.

2010 - Present (10 years)

Ubs Financial Services Inc

2010 - 2010 (< 1 year)

Bank Of America Merrill Lynch

Disclosures

Thomas Jenkins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Kelvin Pena
Miami, FL
Vivian Mui
San Francisco, CA
Dok Chua
New York, NY
Shana Metcalf
New York, NY
Dorothy Angelini
Carmel, CA
Crystal Jamieson
Irvine, CA
Reilly Smith
Washington, DC

This content was compiled from the SEC and FINRA.

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