The Booker Jambrina Group
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Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

William Booker

Senior Vice President–Wealth Management

Financial Advisor

California University of Pennsylvania, BA Political Science; University of Pittsburgh, MBA Finance; 15 year career at UBS, 27 year career at Merrill Lynch; NASD Series 7, 8, 24, 55, 66, Life Insurance

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV

William Booker

500 Campus Drive
Florham Park, NJ 07932

Email Me

William Booker

Senior Vice President–Wealth Management

Financial Advisor

California University of Pennsylvania, BA Political Science; University of Pittsburgh, MBA Finance; 15 year career at UBS, 27 year career at Merrill Lynch; NASD Series 7, 8, 24, 55, 66, Life Insurance

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV
500 Campus Drive
Florham Park, NJ 07932

Email Me

bill.booker@ubs.com
William Booker
500 Campus Drive,Florham Park,NJ,07932

Samuel Booker, CFP

Director

Financial Advisor

James Madison University, B.B.A Business Marketing; 12 year career at UBS; NASD Series 7, 66, 79, CERTIFIED FINANCIAL PLANNER™ professional

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV

Samuel Booker, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Samuel Booker, CFP

500 Campus Drive
Florham Park, NJ 07932

Email Me

Samuel Booker, CFP

Director

Financial Advisor

James Madison University, B.B.A Business Marketing; 12 year career at UBS; NASD Series 7, 66, 79, CERTIFIED FINANCIAL PLANNER™ professional

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER®
500 Campus Drive
Florham Park, NJ 07932

Email Me

samuel.booker@ubs.com
Samuel Booker, CFP
500 Campus Drive,Florham Park,NJ,07932

Kelle Knutsen

Senior Registered Client Associate

Registered States:
  • CT
  • FL
  • NC
  • NJ
  • NY

Kelle Knutsen

500 Campus Drive
Florham Park, NJ 07932

Email Me

Kelle Knutsen

Senior Registered Client Associate

Registered States:
  • CT
  • FL
  • NC
  • NJ
  • NY
500 Campus Drive
Florham Park, NJ 07932

Email Me

kelle.knutsen@ubs.com
Kelle Knutsen
500 Campus Drive,Florham Park,NJ,07932

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

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