J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
23yrs
Debi Chen is a fiduciary financial advisor in San Francisco, California, with 23 years in the industry. Debi joined UBS Financial Services in 2010, after four years at UBS International and two years at Merrill. 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 68% of advisors in San Francisco
Office555 California Street 33rd Floor, San Francisco, CA 94104
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 66Uniform Combined State Law Examination
Career
- 2010 – nowUBS Financial Services Inc.Current firm
- 2006 – 2010UBS International Inc.Previously
- 2004 – 2006MerrillPreviously
Contact Debi
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Debi. 555 California Street 33rd FloorSan Francisco, CA 94104Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Debi
Tailored to Debi’s registration and firm.
- 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 Debi
How do I contact Debi?
Call UBS Financial Services at (201) 352-3000 and ask for Debi Chen. Debi works from the San Francisco, CA office.
How long has Debi been a financial advisor?
Debi has been in the industry since 2004, about 23 years. More experience than 68% of advisors in San Francisco.
What licenses does Debi hold?
Series 66. Tap any license on this page to see what it allows.
Is Debi a fiduciary?
Debi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Debi 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 Debi 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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