Senior Vice President–Wealth Management
Market Director
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Market Director
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Admin Manager
Director
Admin Manager
Director
Market Supervisory Officer
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
Director
Market Supervisory Officer
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
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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