JS

John Brewster Stevens

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.

Areas of Practice
Investment Management
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Advisor Information

Office location

1219 Mount Aetna Road, Hagerstown, MD, 21742

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
United Brokerage Services INC
March 2019 - Present · 6 yrs 10 mos
United Brokerage Services, INC Broker
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Capital One Advisors, LLC
January 2015 - June 2018 · 3 yrs 5 mos
Capital One Investing, LLCBroker
January 2015 - June 2018 · 3 yrs 5 mos
Capital One Financial Advisors LLC
April 2010 - January 2015 · 4 yrs 9 mos
Capital One Investment Services LLCBroker
April 2010 - January 2015 · 4 yrs 9 mos
Chevy Chase Financial Services
October 1997 - May 2010 · 12 yrs 7 mos
Chevy Chase Financial ServicesBroker
October 1993 - May 2010 · 16 yrs 7 mos
Mimlic Sales CorporationBroker
August 1991 - November 1993 · 2 yrs 3 mos
State Registrations2 states
MDNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.