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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Jason L. Zachter is a Manager Director – Wealth Management and Financial Advisor at UBS Financial Services. Jason is dedicated to serving the unique wealth management needs of business owners, attorneys, corporate executives, and financial professionals. With a client-centered approach, he assists clients in navigating complex financial decisions by balancing professional and personal goals. Jason’s guidance helps clients achieve financial independence and prioritize what matters most to them. His focus extends beyond portfolio management; Jason believes in goal-based wealth management strategies that encompass retirement planning, risk management, and legacy building. By helping clients look forward and aligning their financial plans with their life ambitions, Jason empowers them to pursue meaningful, long-term goals with confidence.
Jason joins UBS from Morgan Stanley where he most recently served as a Managing Director - Wealth Management Financial Advisor. Jason received his MBA with a concentration in Finance from Baruch College.
Outside of work, Jason is deeply committed to philanthropy and service. Jason is involved in multiple organizations and sits on various non-profit boards benefitting his local community. Even though Jason is quite busy at work and in many communal endeavors, his greatest and proudest moments are spent with his wonderful wife and children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Jason L. Zachter is a Manager Director – Wealth Management and Financial Advisor at UBS Financial Services. Jason is dedicated to serving the unique wealth management needs of business owners, attorneys, corporate executives, and financial professionals. With a client-centered approach, he assists clients in navigating complex financial decisions by balancing professional and personal goals. Jason’s guidance helps clients achieve financial independence and prioritize what matters most to them. His focus extends beyond portfolio management; Jason believes in goal-based wealth management strategies that encompass retirement planning, risk management, and legacy building. By helping clients look forward and aligning their financial plans with their life ambitions, Jason empowers them to pursue meaningful, long-term goals with confidence.
Jason joins UBS from Morgan Stanley where he most recently served as a Managing Director - Wealth Management Financial Advisor. Jason received his MBA with a concentration in Finance from Baruch College.
Outside of work, Jason is deeply committed to philanthropy and service. Jason is involved in multiple organizations and sits on various non-profit boards benefitting his local community. Even though Jason is quite busy at work and in many communal endeavors, his greatest and proudest moments are spent with his wonderful wife and children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
