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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Managing Director
Financial Advisor
John Jaber, Managing Director, is the newest member of the team joining the group May 2015. He brings a wealth of experience, having been a financial service professional for a combined 30 years at Morgan Stanley and UBS. At both firms John has worked in senior management as well as in an advisory capacity, advising high net worth clients and businesses. He is fully licensed and holds Series 7,8, 63, 65 as well as health and life insurance licenses. John is a Managing Director of the firm. He is an active volunteer with American Corporate Partners (ACP) a nonprofit organization dedicated to assisting veterans in their transition from the armed services to the civilian workforce. John is married and has two children.
California Insurance License #0A81946 UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985
Managing Director
Financial Advisor
John Jaber, Managing Director, is the newest member of the team joining the group May 2015. He brings a wealth of experience, having been a financial service professional for a combined 30 years at Morgan Stanley and UBS. At both firms John has worked in senior management as well as in an advisory capacity, advising high net worth clients and businesses. He is fully licensed and holds Series 7,8, 63, 65 as well as health and life insurance licenses. John is a Managing Director of the firm. He is an active volunteer with American Corporate Partners (ACP) a nonprofit organization dedicated to assisting veterans in their transition from the armed services to the civilian workforce. John is married and has two children.
California Insurance License #0A81946 UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 10/29/2025
