Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
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.
Education
Credentials
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.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
