Insight-based advice

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.

Road

Jesse A. Ferro, CRPS

Senior Vice President–Wealth Management

Senior Portfolio Manager

With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.

Areas of expertise:

  • Portfolio Management and Construction
  • Equity and Fixed Income Investments
  • Alternative Investments
  • Financial, Retirement and Estate Planning
  • Insurance, Annuities and Long Term Care
  • Cash Management
  • Mortgages and Securities Backed Lending
  • Corporate Executive Services and Retirement Plans


Licenses:

FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • MBA, International Business, Baruch College

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • Chartered Retirement Plans Specialist
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1802

Email Me

Insights

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UBS and Credit Suisse—stronger than ever

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

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager