$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.
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:
Education
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