Jason Mayer, CPWA®, is a Managing Director in Wealth Management at UBS, where they provide sophisticated investment planning to high-net-worth clients. With over 25 years of experience in the financial industry, Jason previously served as a Private Wealth Financial Advisor at Wells Fargo Advisors from 2005 to 2023 and as a Financial Advisor at Capital One Investments from 1999 to 2005. They hold the Certified Private Wealth Advisor (CPWA®) designation, showcasing advanced knowledge in wealth management. Jason's client-centric approach emphasizes understanding individual goals to create comprehensive investment strategies.
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