UBS Financial Services
46yrs
Top advisor by experience in Northfield
18yrs
John Edgar has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Northfield, New Jersey. John has been with UBS Financial Services since 2013. 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 76 advisors with offices in Northfield, and one of 75 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office1337 Tilton Road, Northfield, NJ 08225
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
- 2013 – nowUBS Financial Services Inc.Current firm
Contact John
1337 Tilton RoadNorthfield, NJ 08225Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ 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.
- 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 UBS Financial Services at (201) 352-3000 and ask for John Edgar. John works from the Northfield, NJ office.
How long has John been a financial advisor?
John has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does John hold?
Series 63, Series 66. 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
UBS Financial Services
44yrs
Top 1% by experience in New Jersey
UBS Financial Services
44yrs
Top 1% by experience in New Jersey
Prospera Financial Services
42yrs
Top 3% by experience in New Jersey
Morgan Stanley
40yrs
Top 4% by experience nationwide
Ameritas Advisory Services
39yrs
Top 5% by experience nationwide