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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Jason is a twenty-three year veteran of the financial industry offering guidance, advice and asset management. He started his career in 1996 at NatCity Investments and twenty years later he happily joined the UBS family. The various market environments Jason has experienced since 1996 have been formative in developing his processes for working with clients. He has helped clients navigate markets throughout good times and bad. Jason's ability to evaluate and implement investment strategies is one of the values he brings to his client relationships. Helping clients reach their goals with thoughtful planning is what Jason enjoys pursuing every day.
Jason is the son of two teachers. Teaching is in his blood, so it naturally carries over into his role as a Financial Advisor. Jason takes the time needed to learn about his client's goals and to review his overall process, because he feels understanding leads to trust and good relationships. Jason partners with his clients to create a fully integrated plan for managing wealth. Backed by the broadest selection of resources from within UBS and external partners, Jason helps his clients explore their opportunities to grow and protect their wealth and prepare for any potential obstacles as they work together over time.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jason is a twenty-three year veteran of the financial industry offering guidance, advice and asset management. He started his career in 1996 at NatCity Investments and twenty years later he happily joined the UBS family. The various market environments Jason has experienced since 1996 have been formative in developing his processes for working with clients. He has helped clients navigate markets throughout good times and bad. Jason's ability to evaluate and implement investment strategies is one of the values he brings to his client relationships. Helping clients reach their goals with thoughtful planning is what Jason enjoys pursuing every day.
Jason is the son of two teachers. Teaching is in his blood, so it naturally carries over into his role as a Financial Advisor. Jason takes the time needed to learn about his client's goals and to review his overall process, because he feels understanding leads to trust and good relationships. Jason partners with his clients to create a fully integrated plan for managing wealth. Backed by the broadest selection of resources from within UBS and external partners, Jason helps his clients explore their opportunities to grow and protect their wealth and prepare for any potential obstacles as they work together over time.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
