Experience

Makes all the difference

Jason Arnold

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), 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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

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

Joan Phinney

Director

Admin Manager

Registered States:
  • AZ
  • CA
  • MA
  • TX
  • UT
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

joni.phinney@ubs.com
Joan Phinney
3001 Douglas Boulevard,Roseville,CA,95661

Lyanette Monterrey

Digital Specialist

lyanette.monterrey@ubs.com
Lyanette Monterrey