Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Jason Krischer, CFP

Senior Vice President–Wealth Management

Personal & Community

  • Advisory Board Member, Para Los Ninos Charter School
  • Volunteer, The Alliance for Children"s Rights
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • B.S., Finance, High Honors, University of Illinois at Champaign-Urbana
  • J.D., Summa Cum Laude - top 1%, Southwestern University School of Law
15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403
  • (818) 377-8860

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights