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UBS Private Wealth Advisor Jonathan Beukelman named to Barron’s Top 1,200 Financial Advisors list
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UBS Private Wealth Management has announced that advisor Jonathan Beukelman from the Denver office has been named to Barron’s Top 1,200 Financial Advisors list for 2022. This marks the ninth consecutive year for Beukelman, who has over 24 years of experience and has been with UBS since 2008. His team specializes in wealth management services for high net worth clients. The ranking considers factors such as assets under management and regulatory record, showcasing the firm's dedication to high-quality financial advice.
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Jonathan Beukelman named to Barron’s Top 1,200 Financial Advisors for the 9th consecutive year.
Over 24 years of experience in financial services, enhancing UBS's reputation.
Expertise in high net worth financial services likely strengthens client trust and retention.
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DENVER--(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.
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).
Who is Jonathan Beukelman and what recognition has he received?
Jonathan Beukelman is a financial advisor at UBS in Denver, recognized in 2022 as one of Barron’s Top 1,200 Financial Advisors for the ninth consecutive year.
What factors contribute to Jonathan Beukelman's recognition in Barron's list?
The recognition is based on several factors including assets under management, revenue generated, regulatory record, and quality of practice.
How long has Jonathan Beukelman been with UBS?
Jonathan Beukelman has been with UBS since 2008, totaling over 24 years in the financial services industry.
What services does Beukelman’s team at UBS provide?
Beukelman’s team specializes in financial advice for high net worth individuals, families, and corporate entities, including estate planning and tax optimization.
What is UBS's position in the financial advisory industry?
UBS is recognized as a leading global wealth manager, providing financial solutions to wealthy clients and institutions worldwide.
