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$7 trn
UBS Group invested assets
As of 12/31/2025
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan. Please continue to our team website at UBSCrossroads.
Senior Vice President–Wealth Management
Financial Advisor
Jason has 30 years of experience in the financial services industry, the last 16 at UBS. Prior to joining UBS he served as a National Director of Trade Support and Operations for Charles Schwab & Company, handling risk management and exchange relationships for the firm during his tenure from 1990-2004. He attended Butler University. Jason's focus is comprehensive financial planning and helping business owners maximize growth and plan for an eventual exit strategy. He also specializes in alternative and non-traditional investments. He lives in Indianapolis, Indiana with his wife Jennifer and their three Cocker Spaniels. They have six children between the two of them and enjoy traveling to visit them.
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
Senior Vice President–Wealth Management
Financial Advisor
Jason has 30 years of experience in the financial services industry, the last 16 at UBS. Prior to joining UBS he served as a National Director of Trade Support and Operations for Charles Schwab & Company, handling risk management and exchange relationships for the firm during his tenure from 1990-2004. He attended Butler University. Jason's focus is comprehensive financial planning and helping business owners maximize growth and plan for an eventual exit strategy. He also specializes in alternative and non-traditional investments. He lives in Indianapolis, Indiana with his wife Jennifer and their three Cocker Spaniels. They have six children between the two of them and enjoy traveling to visit them.
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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