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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Senior Vice President–Wealth Management
Jon focuses on wealth management planning for individuals and their families, business owners and institutions. He views each relationship as a one-on-one partnership based on open, continual communication. Jon tailors a wealth management plan by collaborating within the firm and/or clients’ existing advisors. Jon has been in the financial services business for almost 20 years. Outside the office, Jon is the former Chair for Donate Life Northwest. He resides in Portland with his wife, Sheila, and their two daughters, Charlotte and Erin.
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
Jon focuses on wealth management planning for individuals and their families, business owners and institutions. He views each relationship as a one-on-one partnership based on open, continual communication. Jon tailors a wealth management plan by collaborating within the firm and/or clients’ existing advisors. Jon has been in the financial services business for almost 20 years. Outside the office, Jon is the former Chair for Donate Life Northwest. He resides in Portland with his wife, Sheila, and their two daughters, Charlotte and Erin.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
