Let's move forward. Together.

The Klinger Quan Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeff Klinger

    Jeffrey Klinger

    Managing Director–Wealth Management

    Financial Advisor

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      Jeff Klinger is a founder of the Klinger Quan Group within UBS Private Wealth Management. Jeff works with ultra-high-net-worth families, corporate executives, and entrepreneurs, streamlining multiple aspects of their financial lives. He offers a goals-based approach that centers on the unique needs and priorities of each client.

      Prior to joining UBS in 2023, Jeff was at Merrill Private Wealth Management as a Managing Director and Private Wealth Advisor since 2013. Jeff spent the prior five years as a Director of the Private Bank at Credit Suisse. He started his private wealth management career at Lehman Brothers where he was a Vice President in the Private Wealth Management division. He began his financial services career in 1997 at Burnham Securities in New York, where he was an investment banker. Jeff earned his Bachelor’s degree in Finance and Entrepreneurship from the University of Arizona.

      In his free time, Jeff is a race-car hobbyist and collector of exotic cars. His hobbies also include wake surfing, skiing, and wine collecting. Jeff and his wife Kris reside in Lake Tahoe with their two children, Brooke and Chase.

          • Portfolio Manager
          937 Tahoe Blvd
          2nd Floor
          Incline Village, NV 89451
        • Bradley Quan

          Bradley Quan

          Senior Vice President–Wealth Management

          Financial Advisor

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            Bradley Quan is a founder of the Klinger Quan Group within UBS Wealth Management. Bradley provides clients with customized advise and guidance, including wealth management, tax-efficient investment management, alternative investment strategies, trust and estate planning services, and retirement strategies.

            Prior to joining UBS in 2023, Bradley was at Merrill Private Wealth Management as a Senior Vice President since 2013. Then prior to that, he was a Relationship Manager in Private Wealth Management at Credit Suisse, where he spent more than five years. Bradley began his career in 2003 as a Business Analyst for Lehman Brothers. He is a graduate of San Francisco State University, where he earned his Bachelor’s degree in Corporate Finance.

            Born and raised in San Francisco, Bradley enjoys spending time exploring the city with his wife Samantha and their sons, Taye, Odin, and Levi.

              • CA Insurance licensed #0K45720
                555 California Street
                32nd Floor
                San Francisco, CA 94104
              • Clint Greene

                Clint Greene

                Associate Director

                Senior Wealth Strategy Associate

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                  Clint Greene serves as a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Clint provides operational and logistical support to help clients pursue their financial goals more efficiently. As a central point of communications, he is integral to the team’s service model. Clint understands the complexities that significant wealth can entail. His extensive experience in serving ultra-high-net-worth clients has intensified his ability to anticipate their needs and advance their priorities.

                  Prior to joining UBS in 2023, Clint served as a Senior Private Wealth Client Associate at Merrill Private Wealth Management since 2013. Then prior to that, he served as a Client Service Associate with Credit Suisse Securities LLC for over five years. He holds a Bachelor’s degree in Economics from the University of California San Diego.

                  A native of California, Clint resides in Pleasant Hill with his wife and two children.

                        555 California Street
                        32nd Floor
                        San Francisco, CA 94104
                      • Joram Jensen

                        Joram Jensen

                        Senior Wealth Strategy Associate

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                          Joram Jensen is a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Prior to joining UBS in 2023, Joram served as a Wealth Management Specialist at Merrill Lynch since 2012. Joram works closely with high-net-worth individuals and families, providing them with one-on-one attention and in-depth analysis. He is particularly skilled in discerning the unique parameters and priorities of each client, marshaling the resources of his team and the wider firm to address clients’ interests and support their long-term objectives. A veteran member of the Klinger Quan Group, Joram offers the knowledge he has gained from serving an affluent clientele. Clients look to him for technical insight and careful deliberation, bolstered by a deeply ingrained work ethic.

                          Joram collaborates closely with the team’s Advisors, Jeff Klinger and Bradley Quan, to help unwind the complexities that can accompany substantial wealth. Adept in analyzing both sides of the balance sheet, Joram looks to uncover a more efficient path in pursuing client goals. Clients look to him for assistance with diverse aims. To these ambitions, Joram brings a steady resolve, uncovering a clear path forward and contributing to each client’s well-being.

                          Joram earned his Bachelor’s degree in Economics from the University of Utah.

                          Joram and his wife Brittany live in Salt Lake City with their children, Anna and Henry. In his free time, Joram enjoys downhill skiing and waterskiing. He also competes in local basketball and football leagues.

                                937 Tahoe Blvd
                                2nd Floor
                                Incline Village, NV 89451
                              • Ryan McAbel

                                Ryan McAbel

                                Client Associate

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                                  Ryan McAbel is a Client Service Associate for the Klinger Quan Group at UBS Wealth Management. Before joining UBS, Ryan served as a Private Wealth Client Associate at Merrill Lynch since 2021. Ryan works closely with the group's Advisors, Jeff Klinger and Bradley Quan, to design investment strategies, monitor asset allocation continuously, and support the group's ongoing administration and operations. Ryan earned his bachelor's degree in Finance from Arizona State University while completing a Minor in Economics. You can find Ryan thrill-seeking outside the office as he enjoys hiking, cliff jumping, playing golf, and capturing the world through photography.

                                        555 California Street
                                        32nd Floor
                                        San Francisco, CA 94104

                                      Defining your priorities. Pursuing what matters.

                                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational 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

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager