Lasting relationships

Understanding what matters most to you

Happy woman looking upward

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.

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    Jason Arnold

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    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), CRPC (Chartered Retirement Plan Consultant). 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, 2024The 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, 2024The 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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        • AZ
        • CA
        • MA
        • TX
        • UT

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

              Digital Specialist

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                      lyanette.monterrey@ubs.com
                      Lyanette Monterrey

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                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

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                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

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                    UBS is a leading and truly global wealth manager

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