J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
15yrs
Based in San Francisco, California, Patrick Downs is a fiduciary financial advisor with 15 years of industry experience. Patrick joined UBS Financial Services in 2024, after 13 years at Morgan Stanley. 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
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in San Francisco
Office555 California St 34th, 36th & 46th Floors, 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 ?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
- 2024 – nowUBS Financial Services Inc.Current firm
- 2011 – 2024Morgan StanleyPreviously
Contact Patrick
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Patrick. 555 California St 34th, 36th & 46th FloorsSan Francisco, CA 94104Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call UBS Financial Services at (201) 352-3000 and ask for Patrick Downs. Patrick works from the San Francisco, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. More experience than 51% of advisors in San Francisco.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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