UBS said former Wells Fargo Advisor team Brad and Jeff Frederickson joined its operation in San Jose, California on Feb. 14. The father-son duo previously oversaw $400 million in assets and generated $3.2 million in annual revenue while with Wells Fargo Advisors.
The team is led by Brad Frederickson and includes his son Jeff, a fourth-generation financial advisor. Brad has nearly 30 years of experience in the financial services industry. Prior to joining Wells Fargo in 1993, Frederickson began with E.F. Hutton in 1985.
Jeff joined Frederickson Capital Management of Wells Fargo Advisors in 2014 after working for a San Francisco based RIA. Jeff earned his bachelor’s degree in business economics from UC Santa Barbara.