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 over 10 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.

In 2014, Jonathan achieved Director council status at UBS. In 2011, Jonathan received the UBS Comprehensive Wealth Manager and New Relationship Leader awards. He was also part of Smith Barney's Blue Chip Council in 2006, 2007 and 2008 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:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • 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

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights