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$7 trn
UBS Group invested assets
As of 12/31/2025
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 #0D90158.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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 #0D90158.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
