How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Co-workers in a lobby

Jason Feder

Senior Vice President–Wealth Management

Financial Advisor

Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701
  • (732) 219-7386

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights