Jacob Creydt is a Managing Director – Wealth Management and Senior Portfolio Manager at UBS Financial Services. Jacob earned degrees in Finance and Accounting from the Carlson School of Management at the University of Minnesota. Prior to entering financial services, he earned his CPA license (he is now an inactive certificate holder). Jacob is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) and has earned the Accredited Asset Management Specialist (AAMS®) and UBS Wealth Advisor designations.
Jacob uses his background, training and experience to develop tax-efficient strategies for clients, collaborating with their tax and legal professionals. In addition, Jacob has been designated a Senior Retirement Plan Consultant by UBS in recognition of his extensive knowledge and experience in overseeing corporate 401k retirement plans. As such, he leads the team's corporate retirement plan and institutional consulting services. He is also a member of the team's investment and portfolio construction oversight group.
The financial planning and investment management community continues to recognize Jacob for his contributions as a top advisor to the retirement plan, institutional and high net worth advisory marketplaces. Some of Jacob's more recent recognitions include:
- "2018 & 2019 & 2020 Best-In-State Wealth Advisors" – Forbes Magazine
- "2017 & 2018 & 2019 & 2020 Top 1,200 Financial Advisors" – Barron's Magazine
- "2016 & 2017 Top 40 Advisors Under 40" - On Wall Street Magazine
Jacob grew up on a dairy farm in Wisconsin where he learned the values of hard work, planning and commitment – values that fueled a passion for serving families and business owners. Outside of the office, you will find Jacob spending time outdoors with his wife and three children.
Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI