Joel Evan Barrus

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 06/2018
  Wells Fargo Bank, Na
  American Fork, UT
• 07/2017 → 06/2018
  Wells Fargo Clearing Services, Llc
  American Fork, UT
• 06/2018 → 11/2022
  Fidelity Brokerage Services Llc
  Pasadena, CA
• 11/2022 → 07/2026
  Morgan Stanley
  Beverly Hills, CA
• 07/2026 → Present
  Ubs Financial Services, Inc
  Los Angeles, CA

Previous Registrations

• 2022-12-07 → 2026-07-13
  Morgan Stanley
  Santa Monica, CA
  Beverly Hills, CA
  Los Angeles, CA
• 2019-10-25 → 2022-11-29
  Fidelity Personal And Workplace Advisors
  Pasadena, CA
• 2017-11-06 → 2018-06-27
  Wells Fargo Clearing Services, Llc
  Highland, UT
  American Fork, UT
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-06
• S63 Uniform Securities Agent State Law Examination
  2017-10-12

Other Names

• Joel Barrus
• Joel Evan Barrus