Managing Director–Wealth Management
Financial Advisor
Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Doug is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and an Accredited Wealth Management Advisor SM for The Olsen Feder Group. He dedicates his work to help assist clients in building, maintaining and protecting their wealth. Doug works closely with each client to gain a thorough understanding of their unique circumstances so he can ensure they take the right steps to reach their goals.
As a financial planner, he can provide expertise in the following areas:
Professional Experience
Doug began his career at Merrill Lynch where he spent several years constructing written financial plans and customized investment strategies for high net worth clients. In 2014, he came to UBS and maintained a national top ranking as a Wealth Planning Analyst before joining the Olsen Feder Group.
Education
Doug earned his B.A in Economics from Rutgers University.
Education
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Doug is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and an Accredited Wealth Management Advisor SM for The Olsen Feder Group. He dedicates his work to help assist clients in building, maintaining and protecting their wealth. Doug works closely with each client to gain a thorough understanding of their unique circumstances so he can ensure they take the right steps to reach their goals.
As a financial planner, he can provide expertise in the following areas:
Professional Experience
Doug began his career at Merrill Lynch where he spent several years constructing written financial plans and customized investment strategies for high net worth clients. In 2014, he came to UBS and maintained a national top ranking as a Wealth Planning Analyst before joining the Olsen Feder Group.
Education
Doug earned his B.A in Economics from Rutgers University.
Education
Credentials
Senior Client Associate
Senior Client Associate
Client Associate
Client Associate
Wealth Strategy Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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