Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

Jason J. Wolsefer, CFP, CRPS

Senior Vice President–Wealth Management

Jason graduated from the Richard T. Framer School of Business at Miami University in 1994, earning his B.S. degree in finance and minor in political science. Jason began his career in 1996 at Salomon Smith Barney in Beverly Hills. He gathered other valuable advisory experience at Prudential Securities and Wachovia Securities. Throughout his tenure in the industry, Jason has played an instrumental role in building consulting groups catering to high net worth investors. Jason, his wife Seem, and sons Zane and Wyatt reside in Pacific Palisades. He enjoys spending time with his family and friends, golf, and hiking.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • MI
  • NC
  • NV
  • NY
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI


  • B.S. degree in finance and minor in political science, Richard T. Framer School of Business at Miami University


  • Chartered Retirement Plans Specialist
  • Portfolio Manager
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3860

Email Me

US banking sector update: Where we are now

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager