Opportunity. Worldwide.

Our global insight matters

Energy, talent and commitment. We believe this separates our Financial Advisors within the industry. That’s why we support them in promoting their truly individual approach and experience so they can further distinguish themselves among clients and prospects. Our Financial Advisors can be confident they have the right tools and resources to differentiate their brand and their value as they grow their practices.

We understand that your investment needs are unlike anybody else’s. When you begin a relationship with one of our Financial Advisors, he or she will take the time to listen and find out about your goals. As part of our Client Experience, your Financial Advisor makes a commitment to:

Gain an understanding of your situation, goals and tolerance for risk
Recommend customized strategies designed to help pursue your wealth management needs
Work closely with you to implement these recommendations
Help you to adjust these strategies to meet your changing needs or adapt to economic conditions
Act with integrity and respect for your concerns and privacy

Start the conversation

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.

James Carideo

Executive Director

Market Director
View bio
- AL
- AR
- CA
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VT
- WA
600 West Broadway
Suite 2100
San Diego, CA 92101

james.carideo@ubs.com

James Carideo

600 West Broadway,San Diego,CA,92101

James Carideo

Executive Director

Market Director
View bio
- AL
- AR
- CA
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VT
- WA
600 West Broadway
Suite 2100
San Diego, CA 92101

james.carideo@ubs.com

James Carideo

600 West Broadway,San Diego,CA,92101

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager