Jason J. Wolsefer, CFP, CRPS is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Beverly Hills, CA. With over 25 years of experience in the industry, Jason is dedicated to providing good financial advice and helping clients organize their finances to meet their short-term needs and long-term goals. He has played an instrumental role in building consulting groups catering to high net worth investors and is committed to helping clients navigate the complexity of today's markets and seize opportunities.
Jason graduated from the Richard T. Framer School of Business at Miami University in 1994 with a B.S. degree in finance and a minor in political science. He has gathered valuable advisory experience at Salomon Smith Barney, Prudential Securities, and Wachovia Securities. Jason resides in Pacific Palisades with his wife and two sons and enjoys spending time with his family and friends, golfing, and hiking.
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