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.

Seats in a stadium

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
    • 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
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        Joan Phinney

        Director

        Admin Manager

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        • AZ
        • CA
        • MA
        • UT

              3001 Douglas Boulevard
              Suite 160
              Roseville, CA 95661
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              Lyanette Monterrey

              Digital Specialist

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

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                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

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                    UBS is a world-leading wealth manager

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