Lasting relationships. For all that matters

Roseville CA Branch Office

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Four people meeting in glass office

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.

  • Jason

    Jason Arnold

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    Jason has been in financial services for over 2 decades. In May of 2021, Jason and his team transitioned to UBS in Roseville. Along with serving as the Branch Office Manager, Jason holds several professional designations including the CPWA® (Certified Private Wealth Advisor®).  He lives in Granite Bay with his wife and 2 teenage daughters. He enjoys sports of all kinds both watching and participating but his favorite is whatever sport his kids are currently playing.

    • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        3001 Douglas Boulevard
        Suite 160
        Roseville, CA 95661
        jason.m.arnold@ubs.com
        Jason Arnold
        3001 Douglas Boulevard,Roseville,CA,95661
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        Joan Phinney

        Director

        Admin Manager

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        • AK
        • CA
        • CO
        • CT
        • DE
        • GA
        • IA
        • ID
        • IL
        • KS
        • LA
        • MN
        • MO
        • MS
        • NC
        • ND
        • NM
        • NV
        • NY
        • OH
        • RI
        • SC
        • TN
        • VA
        • VI
        • WA
        • WI
        • WV
        • WY

              3001 Douglas Boulevard
              Suite 160
              Roseville, CA 95661
              joni.phinney@ubs.com
              Joan Phinney
              3001 Douglas Boulevard,Roseville,CA,95661
            • Barbara

              Barbara Fain

              Director

              Market Supervisory Officer

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              • CA

              Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

              Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

              Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

              CA Insurance License # 0M28906

              UBS Insurance Agency # #0512985

                    3001 Douglas Boulevard
                    Suite 160
                    Roseville, CA 95661
                    barbara.fain@ubs.com
                    Barbara Fain
                    3001 Douglas Boulevard,Roseville,CA,95661
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                  In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                  Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

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