John Eckels, financial advisor Eugene OR
93 score

John Eckels

CRD Number: 4437786
Current Firm: Ubs Financial Services Inc.

John Eckels (CRD# 4437786) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eugene, OR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Eugene, OR Nov 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2015 < 1
Morgan Stanley Morgan Stanley, OR Oct 2011 - Nov 2015 4
Morgan Stanley Smith Barney Eugene, OR Dec 2010 - Oct 2011 < 1
Berthel, Fisher & Co Financial Services, Inc. Eugene, OR Sep 2008 - Dec 2010 2
Quality Financial Group, Inc. Eugene, OR Sep 2008 - Dec 2010 2
Linsco/private Ledger Corp. Eugene, OR Nov 2002 - Sep 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for John H. Eckels
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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