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.

Young family at the beach

Jason Sharpe

Account Vice President

Financial Advisor

Hello, I’m Jason Sharpe, a financial advisor with Short Sharpe Wealth Management, at UBS Financial Services, located in Austin, Texas. My team and I are in the business of ensuring that our clients are properly positioned to achieve their financial goals throughout their lives. We accomplish this by aligning the wealth management services of our firm with a personalized financial plan for each one of our clients, tailored to fit their individual needs.

We are fortunate to work with a diverse group of clients, representing many professions and stages of life. While we can find solutions for the financial needs of most investors, our particular focus is on helping business owners and executives, their families, and their companies. We accomplish this through three distinct focuses:

  • Comprehensive Financial Planning: Through our evaluation process, we develop an understanding of not only each client’s financial goals, but who they are as people. This helps us develop a strategy to meet their short-term and long-term objectives, and in turn helps them sleep at night through any number of changing market conditions.
  • Expert Portfolio Management: We constantly monitor of each client’s portfolio, and adjust their asset allocation as needed based on forward-looking market projections. We utilize the intellectual capital of UBS, combined with the experience of our team. Most importantly, performance is measured by the parameters set by each client, not just by a specific index.

  • Dedicated Service: Open communication with our clients is at the forefront of our relationships. We conduct regular reviews, and partner with each client’s respective tax and legal advisors. Our clients depend on us for recommendations that go beyond investment management, including estate planning, insurance analysis, lending, and more.

 

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • WA
  • WY

Education

  • McCombs School of Business at the University of Texas
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7502

Email Me

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Legacy—Wealth for others

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.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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