Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
15yrs
Jeffrey Ritch
Financial advisor at UBS Financial Services
Based in St. Petersburg, Florida, Jeffrey Ritch is a fiduciary financial advisor with 15 years of industry experience. Jeffrey joined UBS Financial Services in 2021, after four years at J.P. Morgan Securities and a year at Harrisdirect. 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 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 52% of advisors in St. Petersburg
Office150 Second Ave. North Suite 1000, St. Petersburg, FL 33701
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowUBS Financial Services Inc.Current firm
- 2016 – 2021J.P. Morgan Securities LLCPreviously
- Nov 2015 – Oct 2016Harrisdirect LLCPreviously
- 2012 – 2015UBS Financial Services Inc.Previously
- Jan 2012 – Mar 2012MerrillPreviously
Contact Jeffrey
Local office(727) 892-2553Ask for Jeffrey. (201) 352-3000Main office · Weehawken, NJ 150 Second Ave. North Suite 1000St. Petersburg, FL 33701Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Jeffrey
Tailored to Jeffrey’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 Jeffrey
How do I contact Jeffrey?
Call Jeffrey’s local office at (727) 892-2553 or the UBS Financial Services main office at (201) 352-3000, and ask for Jeffrey Ritch.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2012, about 15 years. More experience than 52% of advisors in St. Petersburg.
What licenses does Jeffrey hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey 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 Jeffrey 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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