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
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8434

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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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