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.
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), 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.
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
Digital Specialist
Digital Specialist
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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