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Advisors / Florida / Miami
28yrs

Jacques Mejer

Financial advisor at UBS Financial Services

Based in Miami, Florida, Jacques Mejer is a fiduciary financial advisor with 28 years of industry experience. Jacques has been with UBS Financial Services since 2012. 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 3158 advisors with offices in Miami, and one of 3035 fiduciaries.

Miami, FL 33131Top 10% by experience in MiamiFiduciary advisor

At a glance

Experience28 years (since 1998)
How that compares ?Top 10% by experience in Miami
Office100 SE 2nd Street 27th Floor, Miami, FL 33131
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now

Questions to ask Jacques

Tailored to Jacques’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Jacques

How do I contact Jacques?

Call UBS Financial Services at (201) 352-3000 and ask for Jacques Mejer. Jacques works from the Miami, FL office.

How long has Jacques been a financial advisor?

Jacques has been in the industry since 1998, about 28 years. Top 10% by experience in Miami.

What licenses does Jacques hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jacques a fiduciary?

Jacques is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jacques 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 Jacques 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.

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