Your life. Your wealth. Your future.

Pursue what matters most

Oculus

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.

Chess board

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.

  • jason

    Jason Feder

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    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.

    • Barron's Top 1,200 Financial Advisors, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 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.

        140 Broad Street
        Suite 100
        Red Bank, NJ 07701
        jason.feder@ubs.com
        Jason Feder
        140 Broad Street,Red Bank,NJ,07701
      • image

        Maureen Barrett

        Senior Client Associate

        • image
        • image
        • FL
        • NJ
        • NY
        • PA

              140 Broad Street
              Suite 100
              Red Bank, NJ 07701
              maureen.barrett@ubs.com
              Maureen Barrett
              140 Broad Street,Red Bank,NJ,07701
            • Nicholas DeBiase Profile Picture

              Nicholas DeBiase

              Client Associate

              • image
              • image
              • image
              • NJ

                    140 Broad Street
                    Suite 100
                    Red Bank, NJ 07701
                    nicholas.debiase@ubs.com
                    Nicholas DeBiase
                    140 Broad Street,Red Bank,NJ,07701
                  • Lucas DePofi

                    Lucas DePofi

                    Wealth Strategy Associate

                    • image
                    • image
                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • KS
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • PR
                    • RI
                    • SC
                    • TX
                    • VA
                    • VT
                    • WA
                    • WI

                      • Wagner College, B.S. Finance
                      • Coastal Carolina University, Masters of Business Administration
                        140 Broad Street
                        Suite 100
                        Red Bank, NJ 07701
                        lucas.depofi@ubs.com
                        Lucas DePofi
                        140 Broad Street,Red Bank,NJ,07701

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Three generations in apple orchard

                      Turn possibilities into a plan

                      US equity market outlook

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      White House

                      ElectionWatch 2024

                      24 questions for the '24 US election

                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights