UBS Advisor Jonathan Beukelman Named to the Forbes/SHOOK Top 250 Wealth Advisors List
October 07 2021 - 12:00PM
Business Wire
UBS Private Wealth Management announced today that Jonathan
Beukelman, a Managing Director and Financial Advisor in Denver,
Colorado, has been named to the Forbes/SHOOK Research Top 250
Wealth Advisors list for 2021.
“It’s great to see that Jonathan has been recognized once again
to this prestigious list, for his deep understanding of his
clients' needs and his efforts in helping them to build a
long-lasting legacy,” said Michael Gatewood, Midwest Market Head at
UBS Private Wealth Management. “We are honored to have him
distinguished for his industry leadership.”
Jonathan specializes in providing high-net-worth individuals,
families and corporate entities with financial advice including
liability management, estate planning, tax optimization and
philanthropic strategies. He’s been with UBS since 2008 and prior
to that served as a Senior Vice President of Investments at Morgan
Stanley. Jonathan began his Financial Advisor career at Piper
Jaffray in 1998. Jonathan is a Family Office Consultant and is a
member of the UBS Pinnacle Council, which represents an exclusive
group of the firm’s top 2% of advisors. This is the sixth
consecutive year that Jonathan has been named to the Forbes/SHOOK
Research Top 250 Wealth Advisors list, and in the past has also
been named to the Barron’s Top 100 Financial Advisors list among
others.
Jonathan serves on the Board of Trustees at Taylor University,
his alma mater. In his spare time, Jonathan enjoys boating with his
children, as well as rowing, biking, and snow skiing.
For the full list and further information visit:
https://www.forbes.com/top-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS is the largest truly global wealth
manager, and a leading personal and corporate bank in Switzerland,
with a large-scale and diversified global asset manager and a
focused investment bank. The bank focuses on businesses that have a
strong competitive position in their targeted 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, 30% in Switzerland, 19% 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
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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, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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