Jason Jimenez
About Jason Jimenez
Jason Jimenez serves as a Senior Wealth Strategy Associate at UBS in New York, a position he has held since 2015. He has previous experience as a Relationship Banker at Chase and as a Private Banker at J.P. Morgan.
Work at UBS
Jason Jimenez has been employed at UBS since 2015, serving as a Senior Wealth Strategy Associate. In this role, he focuses on providing strategic wealth management solutions to clients. His tenure at UBS spans nine years, during which he has developed expertise in wealth strategy and client relationship management.
Previous Experience in Banking
Before joining UBS, Jason Jimenez worked at J.P. Morgan as a Private Banker from 2013 to 2015. His responsibilities included managing client portfolios and providing tailored financial advice. Prior to that, he served as a Relationship Banker at Chase from 2011 to 2013, where he developed skills in client engagement and financial services.
Education and Expertise
Jason Jimenez studied at The Polytechnic Institute of New York University from 2006 to 2010. He earned a degree in Business with a focus on Business and Technology Management. This educational background has equipped him with the knowledge and skills necessary for his roles in wealth management and banking.
Professional Background
Jason Jimenez has a solid professional background in the financial services industry, with experience spanning over a decade. His career includes significant roles at major financial institutions, including UBS, J.P. Morgan, and Chase. This diverse experience has contributed to his understanding of wealth management and client relations.