Lasting relationships. For all that matters

Family photos on shelf

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three Business people

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-Eklin

    Jonathan Eklin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • KS
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • OH
    • OR
    • PA
    • SD
    • TX
    • WA
    • WI

    Prior to coming to UBS, Jon worked at Drexel Burnham Lambert as well as Smith Barney. He has over twenty-five years of investment experience and is a portfolio manager as well as a financial advisor. Additionally, Jon is both insurance and commodities licensed and holds a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.

    Jon and his wife, Karen, live on Medicine Lake in Plymouth, MN where he waterskies every morning. Jon enjoys travel, golfing, running, home brewing, and a good book.

    Jon has two children. Madeline is a senior at Iowa State University studying Interior Design. Ian is a sophomore at the University of Iowa where he is studying Finance and Spanish, he runs Cross Country and Track for the University.

        • Chartered Retirement Planning Counselor℠
        • Senior Portfolio Manager
        681 East Lake Street
        Wayzata, MN 55391
      • Janice-Hatlestad

        Janice Hatlestad

        Senior Client Associate

        • image
        • image
        • AZ
        • CA
        • CT
        • FL
        • IA
        • IL
        • IN
        • MA
        • MI
        • MN
        • NC
        • OH
        • OR
        • SD
        • TX
        • WA
        • WI

        Janice has served clients in the financial services industry since 1999.  She assists clients with their account administration needs and also manages the operational details of the business.  Her Series 7 and 66 securities licenses allow her to directly assist clients with more diverse transactional and other service related needs, enabling our team to provide more efficient, timely service.  Janice and her husband Rick live south of the Twin Cities and enjoy golf, skiing and travel.

              681 East Lake Street
              Wayzata, MN 55391

            What did the Fed say?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            #1

            Global Equity Research 

            Institutional Investor, 2021 Global Rankings

            Best

            Global private bank services, 2016-2022
            Euromoney Private Banking and Wealth Management Survey, 2022

            World's best bank

            for wealth management

            Euromoney Award for Excellence, 2020-2022

            Insights