Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
As a fourth generation Financial Advisor Jeff Frederickson joined Frederickson Capital Management in 2014 to help grow the already thriving culture and client experience in place today. Prior to UBS Financial Services, in 2012 Jeff worked for Wells Fargo Advisors in San Jose, Ca as an independent Financial Advisor building his own book of business then eventually joining Frederickson Capital Management as a Partner in 2014. Prior to Wells Fargo Advisors Jeff worked for a rapidly growing Register Investment Advisor, Personal Capital out of their San Francisco, CA office.
Jeff earned his Bachelor of Arts degree in Economics and Accounting from University of California Santa Barbara. He retains both the Series 7 and Series 63 FINRA licenses. He resides in Los Gatos, CA where he enjoys playing a variety of sports including golf, skiing, and running.
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
Senior Vice President–Wealth Management
As a fourth generation Financial Advisor Jeff Frederickson joined Frederickson Capital Management in 2014 to help grow the already thriving culture and client experience in place today. Prior to UBS Financial Services, in 2012 Jeff worked for Wells Fargo Advisors in San Jose, Ca as an independent Financial Advisor building his own book of business then eventually joining Frederickson Capital Management as a Partner in 2014. Prior to Wells Fargo Advisors Jeff worked for a rapidly growing Register Investment Advisor, Personal Capital out of their San Francisco, CA office.
Jeff earned his Bachelor of Arts degree in Economics and Accounting from University of California Santa Barbara. He retains both the Series 7 and Series 63 FINRA licenses. He resides in Los Gatos, CA where he enjoys playing a variety of sports including golf, skiing, and running.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
