A legacy for generations

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.

Young family at the beach

Jonathan Traub, CFP

Senior Vice President–Wealth Management

Financial Advisor

Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds.


Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • Honorary Degree of Economics, University of Wales, Swansea
  • B.A. of Economics , Denison University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4349

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