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$3.9 trillion
In invested assets globally
As of 12/31/2022
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
Jonathan has been in the financial services industry for the past 18 years. Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high-net-worth families, corporate executive financial services, and equity compensation programs. Jonathan's group worked with several Fortune 500 companies.
Jonathan has received numerous awards from UBS, he was a member of the firm’s President Council in 2022, Directors Council in 2021, 2020, 2019, 2018, 2015. In 2011, he received the UBS Comprehensive Wealth Manager and New Relationship Leader awards. He was also part of Smith Barney's Blue-Chip Council in 2008, 2007, and 2006 which recognizes the top financial advisors in their class. Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea.
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
Jonathan has been in the financial services industry for the past 18 years. Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high-net-worth families, corporate executive financial services, and equity compensation programs. Jonathan's group worked with several Fortune 500 companies.
Jonathan has received numerous awards from UBS, he was a member of the firm’s President Council in 2022, Directors Council in 2021, 2020, 2019, 2018, 2015. In 2011, he received the UBS Comprehensive Wealth Manager and New Relationship Leader awards. He was also part of Smith Barney's Blue-Chip Council in 2008, 2007, and 2006 which recognizes the top financial advisors in their class. Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea.
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
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
The sudden collapse of Silicon Valley Bank sent shockwaves across the venture capital and startup communities, forcing business owners to scramble as they looked to shore up their finances, fearing a bank run could eliminate their uninsured balances.
2022 year-end planning guide
The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.
$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
