Jason Braun, Cpwa®, Crpc®
About Jason Braun, Cpwa®, Crpc®
Jason Braun is the Vice President of Paramount Wealth Management Partners at UBS, where he has worked for over 17 years. He holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor® designations and is based in Birmingham, Michigan.
Work at UBS
Jason Braun has been employed at UBS for over 17 years, demonstrating a long-term commitment to the firm and its clients. He currently holds the position of Vice President within the Paramount Wealth Management Partners team. Since joining UBS in 2006, he has contributed to the financial advisory services offered by the firm, focusing on wealth management strategies tailored to client needs.
Education and Expertise
Jason Braun studied Economics at Michigan State University from 2001 to 2005. His academic background provides a solid foundation for his career in financial advisory. He holds two professional designations: Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor® (CRPC®), which enhance his expertise in wealth management and retirement planning.
Background
Before joining UBS, Jason Braun worked as a Financial Advisor at Ameriprise Financial Services, Inc. for one year, from 2005 to 2006. This early experience in the financial services industry laid the groundwork for his subsequent career at UBS, where he has developed his skills and knowledge over nearly two decades.
Achievements
As a Vice President at Paramount Wealth Management Partners, Jason Braun provides comprehensive wealth management services. His role involves advising clients on financial strategies and retirement planning, leveraging his extensive experience and professional designations to support client goals.
Community Involvement
Based in Birmingham, Michigan, Jason Braun actively contributes to the local financial advisory community. His long tenure at UBS and his involvement in wealth management services position him as a knowledgeable resource for clients in the area.