Knowledge Powered by experience
James Taylor Mann began his career at UBS Financial Services in 1989. With over 25 years of experience, James provides customized advice and guidance to his clients to help achieve their financial goals. He specializes in research and building wealth for clients by providing appropriate investment solutions. James resides in San Francisco, CA and enjoys traveling and spending time with his family.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
San Jose, CA |
November 1989 - Present |
Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MD, MI, MN, NC, NV, NY, OR, PA, TX, UT, VA, WA