Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Aisle in library

Jason Connor

Financial Advisor

Jason is financial advisor with years of experience in the investment industry. His focus is on comprehensive wealth management for high net worth individuals and financial planning for families. He earned his BA in economics from The University of Maryland and his MBA in finance from the University of Baltimore. In his spare time Jason volunteers with the Sports Boosters of Maryland as a board member. Jason earned his Series 7 and 66 licenses and joined UBS in 2012.

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • ID
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV


  • MBA Finance, University of Baltimore
  • Economics, University of Maryland College Park


307 International Circle
4th Floor
Hunt Valley, MD 21030
  • (410) 771-3119

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