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

Education

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

Credentials

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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

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