Mt. Pleasant, SC Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

5

Of 9,303 advisors across 992 offices

Location

Mt. Pleasant SC

Advisors at this office

5

Advisors at this office

user avatar

Jason L

Series 63

Mount Pleasant, SC

UBS Financial Services

Jason Latos is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 63 designation and with 26 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Kenneth K

Series 66

Mount Pleasant, SC

UBS Financial Services

Kenneth Kavanaugh is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at UBS since 2016, following prior tenures at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jerome H

Series 63, Series 65

Mt. Pleasant, SC

UBS Financial Services

Jerome Hornowski is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions supported by proprietary research and capital markets expertise.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jeffrey A

Series 63, Series 65

Mount Pleasant, SC

UBS Financial Services

Jeffrey Adams is a financial advisor with UBS Financial Services in Mount Pleasant, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 18 years at UBS. Outside of his advisory role, he serves on the Board of Directors of Arizina Alpha Housing Corporation, a nonprofit organization supporting undergraduate housing management for Sigma Phi Epsilon at Arizona State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial plans and portfolio management based on proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Kevin M

Series 63, Series 66

Mount Pleasant, SC

UBS Financial Services

Kevin Mulkern Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Jpmorgan Chase Bank NA and Jpmorgan Securities LLC for 13 years before joining UBS in 2020. Outside of his advisory role, he owns and operates Good For You Candy Company, a business that makes and sells whole food candy using dried fruit and maple syrup. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")