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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
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