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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.
Recognized as an industry leader:
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
Financial Advisor
With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.
Recognized as an industry leader:
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
