Jared Papin, CFP
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Planning for your family’s entire financial needs

Jared Papin, CFP

Senior Vice President–Wealth Management

Financial Advisor

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

Jared Papin, CFP

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Jared Papin, CFP

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

Jared Papin, CFP

1200 Prospect Street
Suite 100
La Jolla, CA 92037

Email Me

jared.papin@ubs.com
Jared Papin, CFP
1200 Prospect Street,La Jolla,CA,92037

Jared Papin, CFP

Senior Vice President–Wealth Management

Financial Advisor

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

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

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.

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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.

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Approach your financial future with confidence

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$6 trn

UBS Group invested assets
As of 12/31/2024

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More than 160 years

offering financial advice

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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