Lasting relationships. For all that matters

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.

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Jennifer Holden, CFP, CDFA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • MA
  • MD
  • MI
  • MT
  • NC
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • BA, Assumption College

Credentials

  • Certified Divorce Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Your goals are the starting point
Financial planning
Long-term care planning
Retirement planning
Investing
Asset allocation
Structured products
One Independent Drive
Independent Square
Suite 1700
Jacksonville, FL 32202
  • (904) 301-3113

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Global leader

UBS is a world-leading wealth manager

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

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