Global access of Private Wealth Management

You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.

Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.

Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.

Jason Chirogianis

Senior Vice President–Wealth Management

Financial Advisor

For nearly 25 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.


“Our team is very conscientious and transparent about the solutions we bring to the table. I am an avid reader of UBS and third party research and passionate about intertwining market statistics with behavioral finance in effort to enhance successful outcomes for clients.”

— Jason Chirogianis


With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.

Experience

  • 25 years of experience
  • In practice with partner, Josh Pottinger, since 2002
  • Joined UBS in November 2008
  • Morgan Stanley, 1998-2008

Accomplishments

  • UBS Private Wealth accreditation
  • Certified Exit Planning Advisor (CEPA®) designation
  • B.A. degree, psychology, Tulane University

Life

  • Past 11 years has been active with the Meals on Wheels program.
  • Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
  • Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • B.A. degree, psychology, Tulane University
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7529

Email Me

Jason Chirogianis is also part of:
ATX Wealth Partners

Executive decisions

Executive decisions

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Change your community. Change the world.

Change your community. Change the world.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager