A plan for today, tomorrow and generations to come

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Mountaintop observatory

Jacob "Jake" Bryant, AWMA, CEPA, CRPC

Senior Vice President–Wealth Management

Jake specializes in all aspects of investment strategy, asset allocation and the effects the macroeconomic environment has on both. For over a decade, he has worked closely with our clients to create tailored investment solutions with an emphasis on risk-adjusted returns. His expertise also includes valuation, financing and strategic exit planning for business owners.

Prior to joining UBS, Jake was Vice President of Investments with J.P. Morgan in Palm Beach, Florida. Before his wealth management career Jake was part of the elite 1/75th Ranger Regiment. He conducted special military operations for the United States of America in both Afghanistan and Iraq.

Jake has a B.A. in International Business & Trade and an M.B.A in International Business from Florida Atlantic University. In addition, he holds the Accredited Wealth Management Advisor and the Chartered Retirement Planning Counselor designations. He is FINRA-registered and holds the Series 7 and 66 securities licenses as well as the 2-15 insurance license.

His primary philanthropic interests include education and supporting fellow veterans. Jake is a lifetime member of the American Legion, Veterans of Foreign War and the U.S. Army Ranger Association. He is a long-standing board member of the Veterans Bar Association.

He enjoys fishing, traveling, physical challenges and just about anything outdoors. Jake resides in Ft. Lauderdale, FL with his wife and best friend Luanne, daughter Sydney and golden retriever Manly.

Rangers Lead The Way!

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TX
  • VA
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

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

Education

  • B.A. in International Business & Trade, Florida Atlantic University
  • M.B.A in International Business, Florida Atlantic University

Credentials

  • Accredited Wealth Management Advisor
  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Portfolio Manager
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1821

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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.

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Multigenerational families

Multigenerational families

Professionals

Professionals

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

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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