San Francisco, CA Office

Marcus Jones is a financial advisor with UBS Financial Services in San Francisco, California, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with UBS since 2019. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research to tailor investment strategies.

Michael Meniktas is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board of directors for Hog Island Oyster Company, an oyster farming and oyster bar business. 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 fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and tailored investment strategies.

Danyi Gu is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and with 10 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Eric Yen is a financial advisor at UBS Financial Services with seven years of industry experience. He has held his current role since 2018 and previously worked for CFO Rick from 2015 to 2018. He holds the Series 66 designation and is based in San Francisco, CA. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Bryan Sanchez is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses and 10 years of industry experience. Prior to joining UBS in 2021, he worked briefly at TalentWave and has experience in various roles since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning and portfolio management supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services through its platform.

Dominique Clements is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Her background includes being self-employed and attending UCLA as a full-time student. 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 provides research-based, model-driven solutions tailored to clients’ goals and risk tolerances.

Bradley Quan is a financial advisor at UBS Financial Services in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for a decade. Quan manages a personal investment LLC, BAP415 LLC, in which he serves as general partner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and affiliated banking programs.

James Sheffield is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at UBS Financial Services in San Francisco, CA. He has been with UBS since 1998. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a variety of investment products.

Victoria Chu is a Series 66-licensed financial advisor with UBS Financial Services in San Francisco, CA, and has 24 years of industry experience. She has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading capabilities. The firm employs proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Edward Van Der Velden is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS in multiple capacities since 2016, with a brief tenure at Morgan Stanley in 2017. Prior to his advisory career, he was affiliated with Santa Clara University for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a range of products including fee-based financial planning and discretionary portfolio management.