Jason C. Holland

Jason C. Holland Email and Phone Number

Senior Vice President @ UBS Wealth Management
Santa Monica, CA, US
Jason C. Holland's Location
Santa Monica, California, United States, United States
About Jason C. Holland

As a financial advisor with UBS Private Wealth Management, I bring over 25 years of experience advising affluent individuals, high net worth families, and institutions. I joined UBS Private Wealth Management in 2015 and have experience in financial planning, asset allocation, investment strategy, retirement and estate planning. Prior to joining UBS, I worked at Credit Suisse and Fidelity Investments in Santa Monica, where I was Vice President and Senior Account Executive, respectively.My team and I advise ultra-high net worth families on three critical components of their wealth - their liquidity, their longevity and their legacy. We do this by leveraging UBS' global strength in asset management, financial planning and philanthropic advisory.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Jason C. Holland's Current Company Details
UBS Wealth Management

Ubs Wealth Management

View
Senior Vice President
Santa Monica, CA, US
Website:
nyftyfitness.com
Employees:
28
Jason C. Holland Work Experience Details
  • Ubs Wealth Management
    Senior Vice President
    Ubs Wealth Management
    Santa Monica, Ca, Us
  • Ubs Wealth Management
    First Vice President
    Ubs Wealth Management Nov 2015 - Present
    Greater Los Angeles Area
  • Credit Suisse
    Vice President
    Credit Suisse Mar 2011 - Nov 2015
  • Fidelity Investments
    Vice President, Senior Account Executive
    Fidelity Investments 2006 - 2011
    Santa Monica, Ca

Jason C. Holland Skills

Alternative Investments Asset Management Asset Allocation Financial Services Equities

Jason C. Holland Education Details

Frequently Asked Questions about Jason C. Holland

What company does Jason C. Holland work for?

Jason C. Holland works for Ubs Wealth Management

What is Jason C. Holland's role at the current company?

Jason C. Holland's current role is Senior Vice President.

What is Jason C. Holland's email address?

Jason C. Holland's email address is ja****@****ail.com

What is Jason C. Holland's direct phone number?

Jason C. Holland's direct phone number is +131092*****

What schools did Jason C. Holland attend?

Jason C. Holland attended Southern Methodist University - Cox School Of Business.

What skills is Jason C. Holland known for?

Jason C. Holland has skills like Alternative Investments, Asset Management, Asset Allocation, Financial Services, Equities.

Who are Jason C. Holland's colleagues?

Jason C. Holland's colleagues are Flloyd Rewa, Ethan Harro.

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