Experience Makes all the difference

Jared began his career with UBS as a First Vice President - Wealth Management in 2002. As a CERTIFIED FINANCIAL PLANNER™ professional, Jared works with a select group of families to design and maintain comprehensive financial plans. He has extensive experience with retirement income planning, asset allocation, tax minimization and risk management strategies. Jared helps his clients stay on track in pursuit of their financial goals by consistently reviewing plans and investment opportunities.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

La Jolla, CA

October 2002 - Present

Education

  • B.A. Economics, Magna Cum Laude, UC San Diego

Personal & Community

  • Eagle Scout, Awarded by the Boy Scouts of America

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, MI, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY