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

  • 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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A leading global wealth manager

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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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As of 10/29/2025

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