Lasting relationships. For all that matters

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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.

Team Photo 2024

Experience. Guidance. Lasting relationships

At Affinity Wealth Partners, what you value most and why you value it matters to us. It forms the basis of how we go about providing you with guidance, wealth planning and customized service to help you pursue your goals. Our name is inspired by this commitment to you- it is a representation of our great affinity for our clients and our dedication to being their trusted advisors.

Our Mission:

Working closely with affluent families and individuals, we help them manage their financial assets, risk, and legacy. By utilizing our in-depth body of knowledge and engaging in our clients' stories, we seek to make a real impact in the lives of our clients and their communities.

Our Values:
  • Practice with integrity: Accountability, client priorities, continuous learning 
  • Quality relationships:  Trustworthiness, open communication, community impact
  • Growth: Growth strategies, optimized structures, current insights

  • Jonathan Team Member

    Jonathan Israel, AAMS, CRPS, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Focusing on financial and retirement planning for business owners and their families

    As a Certified Private Wealth Advisor® (CPWA) at UBS, Jonathan’s approach is planning-based and retirement-focused. He believes that every new client relationship should start with the creation of a personalized financial plan. Once a family’s goals have been established, a bespoke portfolio is designed for the achievement of those goals. In addition to wealth management for individuals, Jonathan designs and runs corporate retirement plans for small and mid-size businesses. He is skilled at working with business owners and entrepreneurs to create alignment between their professional and personal financial situations.

    Entering the financial services industry in 2006 and experiencing two of the most severe stock market declines on record during his career have given Jonathan a valuable perspective. He began in this industry because he was fascinated with the wealth creation potential of the stock market. He seeks to help others understand and benefit from it, while being able to withstand its occasional downturns. Jonathan puts his clients’ best interests first and takes pride in sitting on the same side of the table with them. He spent five years at Edward Jones and joined UBS in 2011.

    Making a difference

    Jonathan believes it is very important to give back to the community. He is a past president and member of his local Rotary Club, through which he helps a number of worthy community organizations. He and his family also support the local public schools and a number of other charities each year.

    Outside the office

    Jonathan and his wife, Angeline, met in college. She has been with him as he has built his financial advisory practice over the years, and he could not have done it without her support. They are parents of two children, Emily and Asher, and a dog named Jasper. In his free time, Jonathan loves biking, cooking, piano, and reading.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • UCSD , Degree in Economics
    • Accredited Asset Management Specialist
    • Chartered Retirement Plans Specialist℠
    • Certified Private Wealth Advisor®
    • California Insurance License No. 0F49359
    1999 Avenue of the Stars
    36th Floor
    Los Angeles, CA 90067
    jonathan.israel@ubs.com
    Jonathan Israel, AAMS, CRPS, CPWA
    1999 Avenue of the Stars,Los Angeles,CA,90067
  • Jake Balcom

    Jake Balcom

    Client Associate

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    • AZ
    • CA
    • DE
    • NV
    • TX

    A recent addition to the team, Jake joined the firm as a Client Service Associate in 2022. Jake is responsible for overseeing all areas of client operations and service and can assist clients with trading, account transfers, funds transfers, account information, online access, and account performance and reports. Jake is committed to providing a high level of service and making every client experience pleasant.

    A Southern California local, he grew up in Palos Verdes and received his degree in Psychology and Brain Sciences from the University of California at Santa Barbara. Having played baseball most of his life, Jake values hard work and unity, and believes that these two characteristics are essential to a well performing team. He also believes in the importance of building personal relationships, putting clients first, and delivering an exceptional service experience. Outside of the office, Jake loves to spend his time surfing, going to concerts, and spending time with his family and friends.

      • University of California, Santa Barbara, B.S. in Psychology and Brain Sciences : 2018 - 2022
      • Series 7 license
      • Series 66 license
      • California Insurance License No. 4280909
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
      jake.balcom@ubs.com
      Jake Balcom
      1999 Avenue of the Stars,Los Angeles,CA,90067
    [PWM] UBS Lobby-keys

    Wealth planning tailored to you

    Multigenerational families

    surfers

    Planning for a lifetime

    Preparing your business

    Advice for business owners

    Advising corporate executives

    How can you successfully transition a family business?

    Fundamental considerations and strategies to guide you

    Family businesses are among the most successful business organizations worldwide. Yet transitions to the next generation can be challenging. Families often put off the transition or decide to sell. Our overview can guide you in transitioning a family enterprise from one generation to the next.

    Read the overview

    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

    Financial strength

    Driving confidence.
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    UBS AG, long-term senior secured debt rating. As of 03/31/2024

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