How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jonathan Awad

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MN
- MO
- NC
- NE
- NJ
- NY
- SC
- TN
- TX
- VA
- WY
Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.

Licenses: FINRA Series 7, 63, 65, Life, and Variable Annuity Insurance
- Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Florida, B.A. Economics, 3.96 GPA ,Magna Cum Laude, Presidents List
- Portfolio Manager
822 North Highway A1A
2nd Floor
Ponte Vedra Beach, FL 32082

jonathan.awad@ubs.com

Jonathan Awad

822 North Highway A1A,Ponte Vedra Beach,FL,32082

Jonathan Awad

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MN
- MO
- NC
- NE
- NJ
- NY
- SC
- TN
- TX
- VA
- WY
Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.

Licenses: FINRA Series 7, 63, 65, Life, and Variable Annuity Insurance
- Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Florida, B.A. Economics, 3.96 GPA ,Magna Cum Laude, Presidents List
- Portfolio Manager
822 North Highway A1A
2nd Floor
Ponte Vedra Beach, FL 32082

jonathan.awad@ubs.com

Jonathan Awad

822 North Highway A1A,Ponte Vedra Beach,FL,32082

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager