A plan for today, tomorrow and generations to come

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.


Layton Sharum

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



Series 7
Series 66
State of Oklahoma life insurance and variable annuity licenses

CA License # 0L03173 

AR License # 17519446

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OK
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY


  • Bachelor of Science in business administration, University of Tulsa


  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Estate planning strategies
Legacy planning
Business Owners
Lending services
Financial planning
Asset allocation
Custom portfolios
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
  • (918) 712-3117

Email Me

A focus on personalized access and service

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.

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UBS and Credit Suisse—stronger than ever

Goals-based planning

Goals-based planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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