Jason Connor Email & Phone Number
Certified Financial Planner @ UBS Group AG
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Jason Connor Location
- Baltimore, MD, US
Jason Connor Work
- 2022 -now Senior Vice President – Financial Advisor, Wealth Management @ UBS Financial Services Inc
- 2012 -now Certified Financial Planner @
- 2012 -2015 Registered Associate @
- 2011 -2012 Sponsored Project Accountant @
- 2010 -2011 Business Analyst @
- 2008 -2010 Investment Advisor @ Capital Financial Partners
- 2007 -2007 Wealth Management Intern @
Jason Connor Education
- University of Maryland College Park
Bachelors (Economics)
2004-2008
Jason Connor Skills
- Financial Planning
- Investments
- Estate Planning
- Retirement Planning
- Asset Allocation
- Philanthropy
- CFP®
- Wealth Transfer
- Wealth Protection
- Financial Reporting
- Cfp
- Project Planning
- Customer Service
- Budgets
Jason Connor Summary
- Jason Connor, based in Baltimore, MD, US, is currently a Certified Financial Planner at UBS. Jason Connor brings experience from previous roles at UBS Financial Services Inc, UBS, Johns Hopkins University and Morgan Stanley. Jason Connor holds a 2004 - 2008 Bachelors in Economics @ University of Maryland College Park. With a robust skill set that includes Financial Planning, Investments, Estate Planning, Retirement Planning, Asset Allocation and more. Jason Connor has 3 emails and 2 mobile phone numbers on RocketReach.
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