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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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!
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
Credentials
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!
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
Credentials
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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