Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Co-workers

John Fullerton

Financial Advisor

Post-college, John began his journey of helping tennis players of all abilities enjoy and improve their game, working as a coach with both individuals and high school/college teams. Promising his mother he wouldn't turn 40 on a tennis court, he joined Smith Barney as a trader to learn about the world of investing. In 2000, he joined Schwab as an Investment Specialist, helping investors manage their portfolios. After managing clients through 2 bear markets, he is well aware that performance always takes a back seat to protecting a client's downside, keeping a healthy mix of non-correlating assets to navigate the swings of the markets.

As a Financial Advisor at UBS, he continues to manage his clients' investments, as well as adding the ability to bring lending capabilities, insurance and annuities, and retirement planning. His value is not in performance numbers, but rather in his ability to listen to a client's goals and dreams, and manage them through the daily obstacles of the capital markets to fulfill those dreams.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • NC
  • NJ
  • NY
  • OR
  • UT
  • VA
  • WA
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3861

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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