A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations on beach

Jason Feldman

Senior Vice President–Wealth Management

Financial Advisor

Jason I. Feldman and his team joined our Firm in July 2004 and work in our U.S. corporate headquarters on Avenue of the Americas in New York City. Prior to joining our Firm, Jason worked for 11 years at Oppenheimer & Co. During that time, he was an Executive Director of Investments, OMEGA portfolio manager, asset management consultant and member of the Firm's Asset Management Roundtable. 

Today, Jason, a Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) as well as a Senior Portfolio Manager with the firm's Portfolio Management Program, focuses on financial planning, portfolio evaluation, asset allocation, retirement planning and estate planning for individuals, as well as 401(k) consulting for businesses. Often considered a contrarian in his approach, Jason tends to shun investments that the general investment community seems unduly enthusiastic about. Instead, he focuses on those investments investors appear comfortable ignoring. His portfolio management skills enable him to objectively evaluate third-party investment managers and other investment vehicles, including Structured Notes and Structured Certificates of Deposit. The Feldman Group taps this experience to provide clients with a holistic plan designed to help them pursue their financial goals. 

Jason began his career in the financial services industry as an intern with Lehman Brothers while studying computer/information science, finance and economics at Brooklyn College. He then went on to work with a boutique partnership, Gramercy Partners. Fresh out of college in 1989, Jason joined Smith Barney Harris Upham, rising to the position of Vice President in less than two years. 

Jason and his family live in New York City. He supports various charitable organizations including those focused on the well being of children in need as well as New York's hungry. Jason is an avid tai chi practitioner, having practiced this martial art and moving meditation since early 2001.

Registered States:
  • AK
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • TN
  • TX
  • VA
  • WY

Education

  • Finance and Economics, Brooklyn College
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-9338

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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.

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In invested assets globally 
As of 06/30/2022

51 countries

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