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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
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
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