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Joel Evan Barrus

Ubs Financial Services Inc.

Los Angeles, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10

Branch Locations

2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na American Fork UT 03/2015 06/2018
Wells Fargo Clearing Services, Llc American Fork UT 07/2017 06/2018
Fidelity Brokerage Services Llc Pasadena CA 06/2018 11/2022
Morgan Stanley Beverly Hills CA 11/2022 07/2026
Ubs Financial Services, Inc Los Angeles CA 07/2026 Present
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-06
S63 Uniform Securities Agent State Law Examination 2017-10-12
  • 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

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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