Financial Advisor
Jennefer Bartholomew is a financial advisor with The Sofranko Group at UBS Financial Services Inc. She has been with UBS since March 2017. She specializes in business transition and exit planning. Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor.
Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She previously spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. In addition, she worked in the intellectual property division of Ford Motor Company.
Jennefer currently serves on the Board of Directors for Communities in Schools, Pittsburgh-Allegheny County Chapter (CISPAC), the nation's largest dropout prevention nonprofit organization, and on the Northland Public Library Foundation Board.
She and her youngest son, Aidan, reside in McCandless Township, north of Pittsburgh, Pennsylvania. Her oldest son, Sean, is a comp sci engineer at The Mitre Corporation in Boston, MA.
Education
Jennefer holds a BA in English & Political Science from Western Michigan University and attended law school at Michigan State University.
CA Insurance License No. 4206356
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Jennefer Bartholomew is a financial advisor with The Sofranko Group at UBS Financial Services Inc. She has been with UBS since March 2017. She specializes in business transition and exit planning. Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor.
Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She previously spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. In addition, she worked in the intellectual property division of Ford Motor Company.
Jennefer currently serves on the Board of Directors for Communities in Schools, Pittsburgh-Allegheny County Chapter (CISPAC), the nation's largest dropout prevention nonprofit organization, and on the Northland Public Library Foundation Board.
She and her youngest son, Aidan, reside in McCandless Township, north of Pittsburgh, Pennsylvania. Her oldest son, Sean, is a comp sci engineer at The Mitre Corporation in Boston, MA.
Education
Jennefer holds a BA in English & Political Science from Western Michigan University and attended law school at Michigan State University.
CA Insurance License No. 4206356
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a foundation of, knowledge and execution have enabled him to excel and cultivate his organically grown business. Jay attended Allegheny College where he earned a dual major in econometrics and political science. Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family. By far his biggest success story is his son Jay IV.
CA Insurance License No. 4206296
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a foundation of, knowledge and execution have enabled him to excel and cultivate his organically grown business. Jay attended Allegheny College where he earned a dual major in econometrics and political science. Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family. By far his biggest success story is his son Jay IV.
CA Insurance License No. 4206296
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
Email Me
