Senior Vice President–Wealth Management
Financial Advisor
Jacques Mejer is a 17-year veteran at UBS who has over 25 years of experience providing Wealth Management via trusted advice and financial solutions to US and International Private as well as Institutional clients.
Jacques and his team are skilled in guiding clients through a targeted discovery process for the design and implementation of tailored investments and multi-generational wealth planning strategies.
In addition to Private Wealth, Jacques is a Middle Markets accredited advisor, one of a few advisors in Wealth Management to be granted dual registration with the Investment Bank to cover domestic and foreign Institutional clients.
Before UBS, Jacques worked at Prudential Securities servicing a global book of Ultra High Net Worth and institutional clients with cross-asset execution and advisory needs.
Jacques holds a Diploma in Business Administration and Finance from Benedict BVS Business School in Switzerland and holds his FINRA Series 3, 6, 7, 63 and 65 registrations.
Jacques expertise brings strong cross-divisional partnerships with our client’s best interest in mind.
He is an advocate for a balanced and healthy lifestyle. His journey began with a personal experience that transformed his outlook on the importance of leading a healthy life. This profound realization fueled his dedication to helping others achieve financial freedom, so they could fully embrace a life of health, happiness and purpose.