UBS Private Wealth Advisor Jonathan Beukelman named to Barron’s Top 1,200 Financial Advisors list
June 02 2022 - 11:41AM
Business Wire
UBS Private Wealth Management announced today that Jonathan
Beukelman, an advisor in the firm’s Denver office has been named to
Barron’s Top 1,200 Financial Advisors list for 2022.
“It’s gratifying to see Jonathan acknowledged for his
long-standing dedication and commitment to meeting the
sophisticated needs of his clients,” said Michael Gatewood, Midwest
Market Head at UBS Private Wealth Management. “Jonathan
continuously goes above and beyond to provide his clients with the
highest level of expert financial advice with responsive, personal
service, and we congratulate him on this well-earned
recognition.”
Jonathan has more than 24 years of experience working in the
financial services industry and has been with UBS since 2008. He
and his team at Montage Financial Group specialize in providing
high net worth individuals, families and corporate entities with
financial advice including estate planning, tax optimization,
liability management and philanthropic strategies.
In recognition of his dedication to clients, this is the ninth
consecutive year that Jonathan has been named to the Barron’s Top
1,200 Financial Advisors list. He has also been named to numerous
industry accolades over the years, including Forbes/SHOOK Top 250
Wealth Advisors and Best-In-State Wealth Advisors, the Financial
Times Top 400 Financial Advisors, and many others. Jonathan is a
Family Office Consultant and is a member of the UBS Pinnacle
Council, which recognizes the firm’s top 2% of advisors.
This year’s Barron’s Top 1,200 Financial Advisors list draws
from data provided by around 6,000 of the nation's most productive
advisors. The list is compiled based on a variety of factors
including assets under management, revenue produced for the firm,
regulatory record, quality of practice, and philanthropic work.
For the full list and further information, visit:
https://www.barrons.com/report/top-financial-advisors.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target 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).
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among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
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Media: Christina Aquilina Christina.aquilina@ubs.com
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