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

Jonathan has been in the financial services industry for the past 16 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 has been a member of the firm’s 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

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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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Family

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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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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