Lasting relationships. For all that matters

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.

mountain climbers

Jason Cohen

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.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MT
  • NC
  • ND
  • NV
  • NY
  • OH
  • OK
  • OR
  • TN
  • TX
  • UT
  • WA
  • WI
  • WY

  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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., Colorado State University, Fort Collins, CO

Credentials

  • Senior Portfolio Manager
9201 Camino Media
Suite 230
Bakersfield, CA 93311

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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