Insight-based advice

Jefferson-Financial-Group

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.

Mountaintop observatory

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gary-Jefferson

    Gary Jefferson

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AR
    • CA
    • DE
    • FL
    • GA
    • IA
    • IL
    • KY
    • LA
    • MS
    • NC
    • NM
    • OH
    • OK
    • SC
    • TN
    • TX
    • VA
    Professional Experience
    2009 - present: UBS Financial First Vice President – Investments
    1986 - 2009: Smith Barney First Vice President; 1972-1986:Attorney

    Associations
    The Financial Planning Association;FINRA Board of Arbitrators;Tenn. Bar Assn;AAII; NCA; NRA; USGA; ASPCA;Ar. Alum Assn;Phi Delta Theta; AIER;
    Guided Portfolio Manager
    Single Manager Hedge Fund Certification
    Retirement Plans Specialist

    Licenses
    Series 3, 7, 63 & 65 Licensed, 1986 NYSE, Life, Health, Annuity,LTC

        • Chartered Retirement Planning Counselor℠
        • Retirement Plan Consultant
        10800 Financial Center Parkway
        Suite 400, 4th Floor
        Little Rock, AR 72211

      The Year Ahead - Sustainable Investing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

      Insights