Insight-based advice

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.

Mature couple front yard

James Kovarik

First Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Member, Bellevue Chamber of Commerce
  • Member, Business Transition Advisors
  • Former Boardmember, Porsche Club of America Pacific NW Region
  • Enjoy skiing and beach vacations with my family
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • MD
  • MN
  • MT
  • NV
  • OR
  • UT
  • WA

Education

  • B.S. Finance, Cum Laude, Seattle Pacific University
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2765

Email Me

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ElectionWatch: The race, world, and investments

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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