The way forward

Today, tomorrow and for generations to come

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Pensive Man On Boat

Jon Gabrielson, CIMA, PMP

Financial Advisor

Portfolio Manager

As your Financial Advisor Team, our focus is on understanding your unique circumstances and preparing recommendations to serve as your one source of solutions for cash and investment management. As a wealth management professional in the financial services industry since 1986, I have developed an extensive knowledge of financial markets, economic conditions and investment strategies. I currently hold Series 3, 7, 8, 63 and 65 licenses and the Certified Investment Management Analyst (CIMA®) designation, as well as licenses to provide for your insurance needs.

Registered States:
  • AZ
  • CA
  • CO
  • HI
  • IA
  • IL
  • MI
  • MN
  • NC
  • NY
  • OR
  • TX
  • VA
  • WA

Education

  • Bachelor Of Science Degree, University of Arizona

Credentials

  • Portfolio Manager
  • Wealth Advisor
2575 E. Camelback Rd.
Suite 900
Phoenix, AZ 85016
  • (602) 957-5135

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

White House

ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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