Senior Client Associate
Senior Client Associate
Financial Advisor
John has been a part of UBS- the world’s largest global wealth management firm since 2021. John is part of a team with over $150,000,000 in assets under management. John has immersed himself in the financial world by investing in securities for nearly a decade. Taking a holistic approach to wealth management has enabled him to achieve success in his own investments. John holds a Series 7 license along with a Series 63 and Series 65 securities license. John also holds a bachelor’s degree in communications and a minor in psychology from California State University Chico. John has been involved in his community in a variety of ways, from volunteering at the Boys and Girls Club where he facilitated activities for young children to refereeing soccer games for Dublin United Soccer League. John has also volunteered for Safe Rides, a program that helps young adults get home safely when they are intoxicated.
Financial Advisor
John has been a part of UBS- the world’s largest global wealth management firm since 2021. John is part of a team with over $150,000,000 in assets under management. John has immersed himself in the financial world by investing in securities for nearly a decade. Taking a holistic approach to wealth management has enabled him to achieve success in his own investments. John holds a Series 7 license along with a Series 63 and Series 65 securities license. John also holds a bachelor’s degree in communications and a minor in psychology from California State University Chico. John has been involved in his community in a variety of ways, from volunteering at the Boys and Girls Club where he facilitated activities for young children to refereeing soccer games for Dublin United Soccer League. John has also volunteered for Safe Rides, a program that helps young adults get home safely when they are intoxicated.
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
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
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