Advice. Beyond investing.

As one of our UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am especially qualified to provide highly personalized wealth management services to my clients. I truly understand that wealth management is more than just access to the wide range of financial services and solutions at UBS – it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams.

The UBS Wealth Advisor program has allowed me to expand my knowledge in holistic wealth management issues and concerns that better position me to serve you in today's marketplace. I am proud to leverage my expertise to help you embrace your financial future with confidence – and partner with you at every turn.

Investment Insights


Jake Falcon

Jake Falcon, CRPC®
First Vice President – Wealth Management
Wealth Advisor
Portfolio Manager

One Hallbrook Place, Suite 300
11150 Overbrook Road S
Leawood, KS 66211
855-773-4202 fax

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