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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
First 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
First 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
