LPL Financial
45yrs
Top advisor for experience in Alaska
43yrs
Jeffrey Daniel Head
Financial advisor at UBS Financial Services
At a glance
Experience43 years (since 1984)
How that compares ?Top 1% for experience in Alaska
Office3000 a Street, Suite 100, Anchorage, AK 99503
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2005 – nowUBS Financial Services Inc.Current firm
- 1999 – 2005Morgan Stanley DW Inc.Previously
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Jeffrey
How do I contact Jeffrey?
Call UBS Financial Services at 201-352-3000 and ask for Jeffrey Daniel Head. Jeffrey works from the Anchorage, AK office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1984, about 43 years. Top 1% for experience in Alaska.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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