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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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.
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
Credentials
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.
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
Credentials
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
