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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.
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
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.
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
Education
Credentials
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.
$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
