The Steffes Group
View FINRA BrokerCheck informationContact us

Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeffrey Steffes

Senior Vice President–Wealth Management

Senior Portfolio Manager

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Jeffrey Steffes

Credentials

  • Senior Portfolio Manager

Jeffrey Steffes

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Jeffrey Steffes

Senior Vice President–Wealth Management

Senior Portfolio Manager

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • Senior Portfolio Manager
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

jeffrey.steffes@ubs.com
Jeffrey Steffes
17335 Golf Parkway,Brookfield,WI,53045

Joseph Steffes, CFA

Financial Advisor

Chartered Financial Analyst

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Joseph Steffes, CFA

Credentials

  • Chartered Financial Analyst
  • Portfolio Manager

Joseph Steffes, CFA

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Joseph Steffes, CFA

Financial Advisor

Chartered Financial Analyst

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • Chartered Financial Analyst
  • Portfolio Manager
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

joseph.steffes@ubs.com
Joseph Steffes, CFA
17335 Golf Parkway,Brookfield,WI,53045

Jaime Corcoran, CDFA

Senior Wealth Strategy Associate

Certified Divorce Financial Analyst

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Jaime Corcoran, CDFA

Credentials

  • Certified Divorce Financial Analyst

Jaime Corcoran, CDFA

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Jaime Corcoran, CDFA

Senior Wealth Strategy Associate

Certified Divorce Financial Analyst

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • Certified Divorce Financial Analyst
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

jaime.corcoran@ubs.com
Jaime Corcoran, CDFA
17335 Golf Parkway,Brookfield,WI,53045

Jacob Rams, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Jacob Rams, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER

Jacob Rams, CFP

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Jacob Rams, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

jacob.rams@ubs.com
Jacob Rams, CFP
17335 Golf Parkway,Brookfield,WI,53045

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings