Juan Chacon, financial advisor Houston TX
89 score

Juan Chacon

CRD Number: 5988946
Current Firm: Ubs Financial Services Inc.

Juan Chacon (CRD# 5988946) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Houston, TX Jul 2012 - Current 4
Ubs Financial Services, Inc. Tampa, FL Jan 2012 - Apr 2012 < 1
Northwestern Mutual Financial Network Tampa, FL Aug 2011 - Nov 2011 < 1
N/a N/a, Jan 2003 - Jul 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Juan D. Chacon
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
89
Clean Record
This advisor has a clean track record with regulators.

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