Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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James Mann

Senior Vice President–Wealth Management

James Taylor Mann began his career at UBS Financial Services in 1989. With over 25 years of experience, James provides customized advice and guidance to his clients to help achieve their financial goals. He specializes in research and building wealth for clients by providing appropriate investment solutions. James resides in San Francisco, CA and enjoys traveling and spending time with his family.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
50 West San Fernando Street
8th Floor
San Jose, CA 95113
  • (408) 282-8434

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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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