Ariana Jeffrey, financial advisor Palo Alto CA
90 score

Ariana Jeffrey

CRD Number: 6138686
Current Firm: Ubs Financial Services Inc.

Ariana Jeffrey (CRD# 6138686) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 3 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor Palo Alto CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Palo Alto CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Palo Alto CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Company Name Location Dates Years
Ubs Financial Services, Inc. Palo Alto, CA Dec 2012 - Current 4
None Ojai, CA May 2012 - Dec 2012 < 1
University Of California, Berkeley Berkeley, CA Aug 2010 - May 2012 1
University Of California, Berkeley Berkeley, CA Aug 2011 - Dec 2011 < 1
Grid Alternatives Oakland, CA Jun 2011 - Sep 2011 < 1
California Solar Oxnard, CA Jun 2010 - Aug 2010 < 1
Women's Health Partnership Ventura, CA Jun 2009 - Jun 2010 1
Ventura College Ventura, CA Jun 2008 - May 2010 1
Abercrombie And Fitch Ventura, CA Jun 2008 - Oct 2009 1
Brian D. Brantner, M.d. Ventura, CA Jun 2007 - Jun 2009 2
Foothill Technology High School Ventura, CA Aug 2004 - Jun 2008 3
Starbucks Ojai, CA Jun 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Ariana Jeffrey
Phone Number: 201-352-3000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Ariana Jeffrey and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.