Merrill
45yrs
Top advisor by experience in Baton Rouge
37yrs
John Mann is a fiduciary financial advisor in Baton Rouge, Louisiana, with 37 years in the industry. After three years at Raymond James & Associates and five years at Morgan Keegan & Company, John joined UBS Financial Services in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 5% by experience in Baton Rouge
Office7150 Jefferson Highway, Baton Rouge, LA 70806
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
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.
Career
- 2015 – nowUBS Financial Services Inc.Current firm
- 2013 – 2015Raymond James & Associates, Inc.Previously
- 2008 – 2013Morgan Keegan & Company, LLCPreviously
- 1991 – 2004MerrillPreviously
Contact John
Local office(225) 922-6913Ask for John. (201) 352-3000Main office · Weehawken, NJ 7150 Jefferson HighwayBaton Rouge, LA 70806Office · Get directions LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’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?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call John’s local office at (225) 922-6913 or the UBS Financial Services main office at (201) 352-3000, and ask for John Mann.
How long has John been a financial advisor?
John has been in the industry since 1989, about 37 years. Top 5% by experience in Baton Rouge.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John 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 John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Louisiana
Merrill
44yrs
Top 1% by experience in Baton Rouge
Merrill
44yrs
Top 1% by experience in Baton Rouge