Creative. Collaborative. Confident.

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John Halperin

Senior Vice President–Wealth Management

Financial Advisor

John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.

His comprehensive wealth management approaches focus on these areas:

Longevity planning, including retirement income and insurance planning
Wealth transfer strategies, including inheritance and business succession planning
Life transition planning for marriage, divorce or loss of a loved one

John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.

Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Studio City, CA, where he enjoys spending time with his three kids.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

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

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3800

Email Me

As a successful entrepreneur, executive or entertainment professional, you have that something extra: the drive that has put you at the top of your industry. With such success comes complexity. You have the vision; now you need the plan.

Today, more than ever, you require the close collaboration, access and resources of a global wealth manager who shares your drive, understands your unique challenges and works closely with you and your family to help simplify your financial world.

I work with sophisticated, tenacious and creative clients who expect no less from their wealth advisor. They count on me for the confidence that comes from a comprehensive approach.

- John Halperin
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Understanding the unique needs of entertainment professionals

A plan for navigating your business

Over the past 25 years, I have had the privilege of advising a diverse group of successful entertainment professionals. I understand the unique challenges and opportunities that come from working in a highly creative industry.

Whatever your role in the entertainment industry—senior executive, working professional or creative artist—your life is unique with its own characteristics, earnings profile and variable career span. You require a Financial Advisor who knows the industry and understands your total financial picture. I can help craft creative financial strategies that account for the distinctive dynamics of your career.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

businessman

Your comprehensive plan

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Your customized investments

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Your personalized service

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.

  • John Halperin Profile Photo

    John Halperin

    Senior Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.

    His comprehensive wealth management approaches focus on these areas:

    • Longevity planning, including retirement income and insurance planning
    • Wealth transfer strategies, including inheritance and business succession planning
    • Life transition planning for marriage, divorce or loss of a loved one

    John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.

    Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Studio City, CA, where he enjoys spending time with his three kids.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    • University of Southern California, M.F.A.
    • University of Michigan, Ann Arbor, B.A.
      131 South Rodeo Drive
      Suite 300
      Beverly Hills, CA 90212
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      Jessica Zorn

      Client Associate

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        Ms. Jessica Zorn joined UBS Financial Services as a Client Service Associate in July 2021. She applies her analytical, technological, and interpersonal communication skills to assist in any and all account services for our clients, as well as a bit of digital marketing. he is devoted to the UBS culture of providing exceptional Client Service, as well as understanding the importance of the roles operational responsibilities and developing interpersonal, genuine relationships. Prior to working at UBS, Jessica served as an Associate at StevenDouglas, a Global Family Office Group that serves as trusted advisors for multi-generational families and UHNW clients.

         

        In June of 2021, Jessica graduated from the University of California Santa Barbara where she majored in Mathematics and minored in Statistics. Additionally, Jessica grew up in the suburbs of Chicago (Naperville to be specific), where she spent most of her time playing volleyball and acting. Jessica adores music, cooking, volunteering, nature, and traveling, and envisions herself staying in Southern California and the world of finance for as long as possible!

              131 South Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212

            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