Chelsea Advisory Services
42yrs
Daniel Overcash
Financial advisor
2-6 East Second Street, Fenton Building Suite 200, PO Box 1237
Jamestown, NY 14701
Jamestown, NY 14701
Top advisor by experience in Jamestown
28yrs
Timothy Edborg has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Jamestown, New York. Timothy joined UBS Financial Services in 2011, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Jamestown, and one of 31 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office201 West 3rd Street Suite 200, Jamestown, NY 14701
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
- 2011 – nowUBS Financial Services Inc.Current firm
Contact Timothy
201 West 3rd Street Suite 200Jamestown, NY 14701Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Timothy
Tailored to Timothy’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
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About Timothy
How do I contact Timothy?
Call UBS Financial Services at (201) 352-3000 and ask for Timothy Edborg. Timothy works from the Jamestown, NY office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Timothy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy 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 Timothy 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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