Henry jordan ubs. 1 K employees; and founded in 1998.

Henry jordan ubs. Henry Jordan - UBS Financial Services Inc. See reviews, map, get the address, and find directions. Currently, Henry is part of UBS Financial Services Inc, which operates out of Plano, Texas. They are part of the Financial Planning & Analysis team within the Finance Department and their management level is VP-Level. View Henry Jordan’s profile on LinkedIn, a professional community of 1 billion members. . A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Henry is a Vice President & Financial Advisor and is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. He is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry Smith Wealth Strategy Associate As a registered Client Associate, Henry focuses on providing business analytics, project management, and wealth strategies for the team's High-Net-Worth clients. Overview What should I know about this advisor? Henry Jordan is a financial advisor in Plano, TX. 1 K employees; and founded in 1998. Henry works closely with his clients’ trusted tax, legal advisors and consultants on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses. Our team focuses on managing investments and sophisticated relationships in pre-liquidity and post-liquidity situations for business owners, executives, family offices, and institutions with significant wealth by utilizing the firm’s global capabilities and Feb 4, 2024 · Henry Jordan works as a Senior VP, Wealth Management at UBS, which is a Finance company with an estimated 119. located at 7250 Dallas Parkway, Plano, TX 75024 - reviews, ratings, hours, phone number, directions, and more. He has been in practice for 12 years, the last 12 years at UBS Financial Services Inc. information that regulators report regarding disciplinary actions or allegations against firms or brokers. UBS Managing Director, Financial Advisor- Helping families and owners with their financial well-being through customized solutions, incorporating private markets, portfolio protection strategies Henry is a Senior Vice President – Wealth Management in the Plano office of UBS Wealth Management. 4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. Get more information for Henry Jordan-UBS Financial Services Inc in Plano, TX. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers. How current is this information? Generally, active brokerage firms and brokers are required to update their professional and disciplinary information in CRD within 30 days. The firm manages assets totaling $702. The firm has 369 offices and 12,701 employees. He is responsible for all client-service efforts and serves as a liaison connecting clients to the vast global resources of the UBS platform Unique focus The Forensic Investment Team is a dedicated investment team at UBS with over 40 years of wealth management experience. il r0hsetm gcwmz3y me71 8qx2ha e7qll1a j3l1x 52nyac u9lq 4nhiz