Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Indianapolis
31yrs
Jon Ramey is a fiduciary financial advisor in Indianapolis, Indiana, with 31 years in the industry. Jon joined UBS Financial Services in 2011, after two years at Morgan Stanley and nine years at Citigroup Global Markets. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Indiana
Office8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240
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 ?1 state
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
- 2011 – nowUBS Financial Services Inc.Current firm
- Jun 2009 – Apr 2011Morgan StanleyPreviously
- 1999 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call UBS Financial Services at 201-352-3000 and ask for Jon Ramey. Jon works from the Indianapolis, IN office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1995, about 31 years. Top 14% by experience in Indiana.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon 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 Jon 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
Thurston Springer Advisors
47yrs
Top 1% by experience in Indianapolis
UBS Financial Services
47yrs
Top 1% by experience in Indianapolis
Ameriprise Financial Services
47yrs
Top 1% by experience in Indianapolis
Morgan Stanley
46yrs
Top 1% by experience in Indianapolis
Investment Advisors of Indianapolis
46yrs
Top 1% by experience in Indianapolis