Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Jared Papin, CFP

Senior Vice President–Wealth Management

Financial Advisor

Jared began his career with UBS as a Senior Vice President - Wealth Management in 2002. As a CERTIFIED FINANCIAL PLANNER™ professional, Jared works with a select group of families to design and maintain comprehensive financial plans. He has extensive experience with retirement income planning, asset allocation, tax minimization and risk management strategies. Jared helps his clients stay on track in pursuit of their financial goals by consistently reviewing plans and investment opportunities.

Jared holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0D901458.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • B.A. Economics, Magna Cum Laude, University of California, San Diego, 1995 - 2000

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Investing
Retirement planning
Executive compensation
Estate planning strategies
Corporate executives
Philanthropy
Professionals
1200 Prospect Street
Suite 100
La Jolla, CA 92037
  • (858) 729-5212

Email Me

Chess pieces on a chessboard

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Four people meeting in glass office
Profiles in Business

UBS Advisor Podcasts

Profiles in Business with Jared Papin

Jared's podcasts explore the lives of business owners and their entrepreneurial journey.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Your lifelong financial plan. UBS Wealth Way

Your lifelong financial plan. UBS Wealth Way

Retirement Couple

Retirement readiness

Investment management

Investment management

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Insights