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.

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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
  • IL
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WV

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

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

Credentials

  • CERTIFIED FINANCIAL PLANNER
307 International Circle
4th Floor
Hunt Valley, MD 21030

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Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

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As of 10/29/2025

51 countries

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