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. 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.

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

  • Forbes Best-in-State Wealth Management Teams, 2023The 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


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


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

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Financial planning

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.

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