UBS Private Wealth Advisor Jonathan Beukelman named to the Barron’s Top 1200 Financial Advisors list
15 Maio 2023 - 11:30AM
Business Wire
UBS announced today that Jonathan Beukelman, a Private Wealth
Advisor in the firm’s Denver, Colorado office, has been named to
the Barron’s Top 1200 Financial Advisors list for 2023. This is the
tenth consecutive year that Jonathan has been named to the
list.
“We are proud to once again see Jonathan acknowledged for his
long-standing dedication to providing clients with exceptional
financial advice and personalized service,” said Michael Gatewood,
Managing Director, Chicago Market, UBS Wealth Management USA. “This
recognition is a testament to his experience, professionalism and
unwavering commitment to helping clients achieve their financial
goals. We are honored to have him represent UBS and look forward to
his continued success.”
Jonathan has more than 24 years of experience working in the
financial services industry and has been with UBS since 2008. As a
Managing Director and Senior Portfolio Manager with Montage
Financial Group, a 25-member team with offices in Colorado, Nevada
and Nebraska, he provides ultra-high net worth individuals,
multi-generational families and corporate entities with holistic
wealth management advice, including estate planning, tax
optimization, business exit strategy and philanthropic planning. He
focuses on building trusted relationships to provide clients with
personalized advice and solutions. Jonathan is also a UBS Family
Office Consultant (FOC), a designation reserved for the firm’s
Financial Advisors that undergo rigorous training and have a track
record of understanding the investment, business, passion and
legacy needs of sophisticated, exceptional clients and aligning
them to the full suite of UBS capabilities.
Jonathan has received numerous industry accolades over the years
for his dedication to clients, including the Forbes America’s Top
Wealth Advisors list (2016-2023), the Forbes Best-in-State Wealth
Advisors list (2018-2023), and many others. Montage Financial Group
has also been named to the Barron’s Top 100 Private Wealth Teams
list in 2022 and 2023, as well as the Forbes Best-in-State Wealth
Management teams list for 2023.
The 2023 Barron’s Top 1200 Financial Advisors list is compiled
based on a variety of qualitative and quantitative factors,
including revenue produced for the firm, assets under management,
quality of practice, and regulatory record, among other
factors.
For the full list and further information, please visit
https://www.barrons.com/report/top-financial-advisors.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 29% in Switzerland, 20% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, Past performance is not an indication
of future results. For press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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