UBS announced today that Jonathan Beukelman, a Private Wealth Advisor in the firm’s Denver, Colorado office, has been named to the Barron’s Top 1200 Financial Advisors list for 2023. This is the tenth consecutive year that Jonathan has been named to the list.
“We are proud to once again see Jonathan acknowledged for his long-standing dedication to providing clients with exceptional financial advice and personalized service,” said Michael Gatewood, Managing Director, Chicago Market, UBS Wealth Management USA. “This recognition is a testament to his experience, professionalism and unwavering commitment to helping clients achieve their financial goals. We are honored to have him represent UBS and look forward to his continued success.”
Jonathan has more than 24 years of experience working in the financial services industry and has been with UBS since 2008. As a Managing Director and Senior Portfolio Manager with Montage Financial Group, a 25-member team with offices in Colorado, Nevada and Nebraska, he provides ultra-high net worth individuals, multi-generational families and corporate entities with holistic wealth management advice, including estate planning, tax optimization, business exit strategy and philanthropic planning. He focuses on building trusted relationships to provide clients with personalized advice and solutions. Jonathan is also a UBS Family Office Consultant (FOC), a designation reserved for the firm’s Financial Advisors that undergo rigorous training and have a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities.
Jonathan has received numerous industry accolades over the years for his dedication to clients, including the Forbes America’s Top Wealth Advisors list (2016-2023), the Forbes Best-in-State Wealth Advisors list (2018-2023), and many others. Montage Financial Group has also been named to the Barron’s Top 100 Private Wealth Teams list in 2022 and 2023, as well as the Forbes Best-in-State Wealth Management teams list for 2023.
The 2023 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of qualitative and quantitative factors, including revenue produced for the firm, assets under management, quality of practice, and regulatory record, among other factors.
For the full list and further information, please visit https://www.barrons.com/report/top-financial-advisors.
Notes to Editors
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.
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