UBS’s Jason Stephens Named to Forbes list of Top Wealth Advisors

Jason Stephens, Managing Director of The Stephens Group, a UBS Private Wealth Management branch in Florida, has been named to Forbes list of Top Wealth Advisors for 2018.

The Forbes Top Wealth Advisors ranking is comprised of the countrys top 250 star advisors who manage over $733 billion in client assets. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. Of the more than 25,000 nominations Forbes/SHOOK received, they proceeded with only 1,500 in-person interviews, and ultimately narrowed the list to the top 250 advisors based on industry experience, compliance records, revenue produced and assets under management. Jason is one of fifteen advisors on the list in the state of Florida.

The Forbes ranking is one of a growing list of achievements for Jason, including being ranked by Barrons magazine as a top 1000 advisor in the US for 2013-2018, Financial Times Top 400 advisor in America for 2016 and On Wall Street’s Top 40 under 40 advisor in America for 2015.

Jason gives back to the local community of Southwest Florida through many charitable endeavors and is the Chairman for the Southwest Florida Heart Ball 2019, as well as Vice President of Southwest Florida’s Children’s Charities, which has raised over $25 million for the Children of Southwest Florida since its inception 10 years ago.

My sole mission over the past 20 years has been to help my clients grow, preserve, and enjoy the money that they worked so hard to build said Jason.

For the full list of Forbes Top Wealth Advisors, click here.

Notes to Editors

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’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

UBS 2018. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria, including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more. For more information on a particular rating, please visit

Laura Hastings
UBS Global Wealth Management – Americas
[email protected]
212 882-5705