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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Senior Wealth Strategy Associate
Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton is a team member of The Jackson Group located in Tulsa, Oklahoma. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.
He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.
Born and raised in Arkansas, Layton is a lifelong Razorback fan. When he’s not working, he enjoys golfing and traveling with his family and friends.
“I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”
— Layton Sharum
Licenses:
Series 7
Series 66
State of Oklahoma life insurance and variable annuity licenses
CA License # 0L03173
AR License # 17519446
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Senior Wealth Strategy Associate
Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton is a team member of The Jackson Group located in Tulsa, Oklahoma. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.
He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.
Born and raised in Arkansas, Layton is a lifelong Razorback fan. When he’s not working, he enjoys golfing and traveling with his family and friends.
“I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”
— Layton Sharum
Licenses:
Series 7
Series 66
State of Oklahoma life insurance and variable annuity licenses
CA License # 0L03173
AR License # 17519446
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
