Wells Fargo Advisors
44yrs
Top advisor by experience in Seal Beach
2yrs
Based in Seal Beach, California, Jake Orr is a fiduciary financial advisor with 2 years of industry experience. Jake has been with UBS Financial Services since 2024. 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 157 advisors with offices in Seal Beach, and one of 150 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3030 Old Ranch Parkway Suite 300, Seal Beach, CA 90740
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
Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jake
How do I contact Jake?
Call UBS Financial Services at 201-352-3000 and ask for Jake Orr. Jake works from the Seal Beach, CA office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake 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 Jake 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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