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UBS Advisor Jonathan Beukelman Named to the Forbes/SHOOK Top 250 Wealth Advisors List
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UBS Private Wealth Management proudly announces that Jonathan Beukelman, a Managing Director and Private Wealth Advisor in Denver, has been included in the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2022. This marks his seventh consecutive year on the list, emphasizing his extensive 24 years of experience in the financial services industry. Beukelman specializes in advising ultra-high-net-worth individuals and focuses on personalized wealth management solutions. The ranking is based on rigorous qualitative and quantitative criteria.
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Jonathan Beukelman named to Forbes/SHOOK Research Top 250 Wealth Advisors list for the seventh consecutive year.
Beukelman has over 24 years of experience in financial services, enhancing client trust and reputation for UBS.
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DENVER--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that Jonathan Beukelman, a Managing Director and Private Wealth Advisor in Denver, Colorado, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2022.
“We’re proud to see Jonathan again recognized for his deep understanding of his clients’ needs and his unwavering commitment to helping them build a long-lasting legacy,” said Michael Gatewood, Midwest Market Head at UBS Private Wealth Management. “We thank him for his industry leadership and congratulate him on this prestigious achievement.”
Jonathan has more than 24 years of experience in the financial services industry and has been with UBS since 2008. He specializes in providing ultra-high-net-worth individuals, families and corporate entities with financial advice including liability management, estate planning, tax optimization and philanthropic strategies. Together with his team, Montage Financial Group, he focuses on building trusted relationships with clients and delivering customized, personalized wealth management solutions.
This is the seventh 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 1,200 Financial Advisors list among others.
Forbes/SHOOK Research Top 250 Wealth Advisors list methodology is a ranking algorithm based on qualitative and quantitative criteria, including personal interviews, industry experience, compliance records, revenue produced and assets under management.
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, 29% in Switzerland, 20% 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).
What is the significance of Jonathan Beukelman's recognition by Forbes?
Jonathan Beukelman, an advisor at UBS, has been recognized by Forbes for his exceptional service and expertise, marking his seventh consecutive year on the Top 250 Wealth Advisors list.
How long has Jonathan Beukelman been with UBS?
Jonathan Beukelman has been with UBS since 2008, bringing over 24 years of experience in the financial services industry.
What criteria are used for the Forbes/SHOOK Research Top 250 Wealth Advisors list?
The ranking is based on an algorithm that evaluates qualitative and quantitative factors, including personal interviews, industry experience, and revenue produced.
What services does UBS Private Wealth Management provide?
UBS Private Wealth Management offers tailored financial advice, estate planning, tax optimization, and wealth management solutions, particularly for ultra-high-net-worth clients.
Where is UBS Private Wealth Management located?
UBS has a significant presence in major financial centers worldwide, including a key office in Denver, Colorado.
