Jennifer Loson Lucovich
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Experience

Makes all the difference

Jennifer Lucovich, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • MN
  • MO
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Jennifer Lucovich, CFP

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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. 

Jennifer Lucovich, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Jennifer Lucovich, CFP

14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Jennifer Lucovich, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • MN
  • MO
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

  • CERTIFIED FINANCIAL PLANNER®
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

jennifer.lucovich@ubs.com
Jennifer Lucovich, CFP
14624 N Scottsdale Road,Scottsdale,AZ,85254

Jerrod Logan

Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA

Jerrod Logan

14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Jerrod Logan

Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

jerrod.logan@ubs.com
Jerrod Logan
14624 N Scottsdale Road,Scottsdale,AZ,85254

Elizabeth Ericksen

Client Associate

Elizabeth Ericksen

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Elizabeth Ericksen

Client Associate

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

elizabeth.ericksen@ubs.com
Elizabeth Ericksen
2575 East Camelback Road,Phoenix,AZ,85016

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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