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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Senior Vice President–Wealth Management
Financial Advisor
Jamie Engelking is a Financial Advisor and Senior Vice President. Jamie and his team of firm specialists work with individuals, families, and organizations in creating and implementing customized financial strategies. These services are aligned with the interest of clients through primarily fee-based compensation. Jamie is able to provide a wide array of sophisticated investment services including portfolio development, college planning, and retirement planning. He helps clients foresee potential estate planning issues and works with their estate attorney in developing their estate plan. It is not uncommon for Jamie to be the Financial Advisor for three generations in a family at the same time, seeing wealth successfully transition to the next generation.
After experiencing two bear markets and learning very hard lessons, Jamie’s perspective on investing changed significantly. Experience lead him to not just focus on growth but on strategies that have the potential to reduce volatility while enhancing the income a portfolio can generate. Today's markets can move instantaneously and reducing volatility and generating income is critical not only for clients preparing to retire but also for those that have transitioned into retirement.
Jamie and his family live in Arvada, CO. He graduated from the University of Colorado with a Bachelor of Science in Business Administration. He received an athletic scholarship to CU, was the Captain of their NCAA Ski Team and was on two NCAA National championship teams. He also represented the US in the 1997 World University Games in South Korea.
Jamie started in the Financial Services Industry in 1998. He holds Series 7, 65 & 63 FINRA Registrations. He holds Accident & Health, Variable Life / Variable Annuity product insurance licenses. Prior to joining UBS, he was a Senior Financial Advisor and Senior Vice President at Merrill Lynch and in 2002, he was an Associate Vice President / Senior Financial Advisor for Wachovia Securities.
Senior Vice President–Wealth Management
Financial Advisor
Jamie Engelking is a Financial Advisor and Senior Vice President. Jamie and his team of firm specialists work with individuals, families, and organizations in creating and implementing customized financial strategies. These services are aligned with the interest of clients through primarily fee-based compensation. Jamie is able to provide a wide array of sophisticated investment services including portfolio development, college planning, and retirement planning. He helps clients foresee potential estate planning issues and works with their estate attorney in developing their estate plan. It is not uncommon for Jamie to be the Financial Advisor for three generations in a family at the same time, seeing wealth successfully transition to the next generation.
After experiencing two bear markets and learning very hard lessons, Jamie’s perspective on investing changed significantly. Experience lead him to not just focus on growth but on strategies that have the potential to reduce volatility while enhancing the income a portfolio can generate. Today's markets can move instantaneously and reducing volatility and generating income is critical not only for clients preparing to retire but also for those that have transitioned into retirement.
Jamie and his family live in Arvada, CO. He graduated from the University of Colorado with a Bachelor of Science in Business Administration. He received an athletic scholarship to CU, was the Captain of their NCAA Ski Team and was on two NCAA National championship teams. He also represented the US in the 1997 World University Games in South Korea.
Jamie started in the Financial Services Industry in 1998. He holds Series 7, 65 & 63 FINRA Registrations. He holds Accident & Health, Variable Life / Variable Annuity product insurance licenses. Prior to joining UBS, he was a Senior Financial Advisor and Senior Vice President at Merrill Lynch and in 2002, he was an Associate Vice President / Senior Financial Advisor for Wachovia Securities.
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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.
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.
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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
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