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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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