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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.
Jason is very active in the community and serves on the board of the Boys and Girls Clubs of Kern County, and is a member of Bakersfield West Rotary. Jason enjoys spending his weekends playing golf, cooking for family and friends, and spending time with family. Jason lives in Bakersfield and has 4 young children.
Education
Credentials
Senior Vice President–Wealth Management
Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.
Jason is very active in the community and serves on the board of the Boys and Girls Clubs of Kern County, and is a member of Bakersfield West Rotary. Jason enjoys spending his weekends playing golf, cooking for family and friends, and spending time with family. Jason lives in Bakersfield and has 4 young children.
Education
Credentials
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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UBS is a leading and truly global wealth manager
