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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
Financial Advisor
Like many people, Jonathan G. Moore, CFP® has personal experience with financial hardship. He
believes that regardless of anyone’s stage in life, everyone can benefit from a relationship with an
experienced financial planner. Jon guides others towards better financial futures by identifying and
closing planning gaps and helping people avoid financial missteps, while holding them accountable
to their best financial intentions.
Now entering his 17th year in financial services, Jon is an experienced Certified Financial Planner™,
fiduciary, and portfolio manager. Prior to the start of his time at UBS Wealth Management in 2014,
Jon worked for over a decade within the Private Client Group at Fidelity Investments in Boston, MA.
Jon was educated in New England, first earning his degree in Social & Behavioral Sciences at The
University of Massachusetts, Amherst. Following his undergraduate studies, Jon attended Clark
University (Worcester, MA) where he earned his MBA in Finance & Management.
Jon is the Vice Chairman of the Finance Committee for the Town of Ashland, MA, as well as a
volunteer course facilitator for the Boston Bar Association’s Ellen M. Carpenter Financial Literacy
Program. He serves on the Alumni Advisory Board for the Sigma Phi Epsilon Fraternity at UMass.
In his spare time he enjoys golf, movies, and time with his family. Jon and his wife
Megan are currently raising their two children in Ashland, MA.
Personal & Community
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
Like many people, Jonathan G. Moore, CFP® has personal experience with financial hardship. He
believes that regardless of anyone’s stage in life, everyone can benefit from a relationship with an
experienced financial planner. Jon guides others towards better financial futures by identifying and
closing planning gaps and helping people avoid financial missteps, while holding them accountable
to their best financial intentions.
Now entering his 17th year in financial services, Jon is an experienced Certified Financial Planner™,
fiduciary, and portfolio manager. Prior to the start of his time at UBS Wealth Management in 2014,
Jon worked for over a decade within the Private Client Group at Fidelity Investments in Boston, MA.
Jon was educated in New England, first earning his degree in Social & Behavioral Sciences at The
University of Massachusetts, Amherst. Following his undergraduate studies, Jon attended Clark
University (Worcester, MA) where he earned his MBA in Finance & Management.
Jon is the Vice Chairman of the Finance Committee for the Town of Ashland, MA, as well as a
volunteer course facilitator for the Boston Bar Association’s Ellen M. Carpenter Financial Literacy
Program. He serves on the Alumni Advisory Board for the Sigma Phi Epsilon Fraternity at UMass.
In his spare time he enjoys golf, movies, and time with his family. Jon and his wife
Megan are currently raising their two children in Ashland, MA.
Personal & Community
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
