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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
As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.
Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.
Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.
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
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.
Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.
Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.
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
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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
