Experience

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.

Daniel is excited to be part of a team with so much industry knowledge and experience. He has served UBS Financial Services for 7 years and holds his Series 7 and 66 security licenses, as well as health and life insurance licenses. Graduating from Santa Clara University in Finance he worked in national accounts in the Silicon Valley.  After moving to Merced, Daniel worked several years in the mortgage industry including time spent in commercial development.  Finally the opportunity to join UBS Financial Services came to fruition. Daniel is an active member of the Merced Active 20/30 Club and the Merced Chamber of Commerce. He also enjoys, sports, music, golfing, reading, and the gym, but most importantly spending time with his daughter Emma.