Jonathan Eklin
Senior Vice President - Wealth Management at UBS | Minneapolis, Minnesota, United States
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Jonathan Eklin is a seasoned professional in the wealth management sector, currently serving as a Senior Vice President at UBS. With over twenty-five years of experience, Jonathan has honed his expertise in financial advisory, asset allocation, and strategic planning, making him a trusted advisor for high-net-worth clients seeking to optimize their investment portfolios. His role at UBS involves not only managing complex portfolios but also providing tailored retirement planning solutions as a Chartered Retirement Planning Counselor.
Jonathan’s extensive background includes pivotal positions at renowned firms such as Drexel Burnham Lambert and Smith Barney, where he developed a deep understanding of the financial markets and client needs. At UBS, he leads key projects focused on enhancing client engagement and delivering innovative wealth management strategies. His proficiency in managing budgets and implementing effective asset allocation strategies has resulted in significant growth for his clients’ portfolios, ensuring they are well-positioned for both current and future financial goals.
As a Senior Portfolio Manager within the Portfolio Management Program, Jonathan leverages his Series 7 and Series 65 licenses to navigate complex regulatory environments and provide comprehensive financial solutions. His commitment to excellence and client-centric approach has earned him a reputation as a thought leader in the wealth management industry. By joining his network, you gain access to a wealth of knowledge and insights that can help you navigate your financial journey with confidence.
Senior Vice President - Wealth Management at UBS in February 2009 to Present
Vice President - Investments at Morgan Stanley in May 1989 to February 2009
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Wealth Management
Financial Advisory
Series 7
Asset Allocation
Management
Series 65
Budgets
Retirement Planning
Strategic Planning
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Discover more about UBSWhat is Jonathan Eklin email address?
Email Jonathan Eklin at [email protected]. This email is the most updated Jonathan Eklin email found in 2026.
How to contact Jonathan Eklin?
To contact Jonathan Eklin send an email to [email protected].
What company does Jonathan Eklin work for?
Jonathan Eklin works for UBS
What is Jonathan Eklin's role at UBS?
Jonathan Eklin is Senior Vice President - Wealth Management
What is Jonathan Eklin's Phone Number?
Jonathan Eklin's phone (218) ***-*331
What industry does Jonathan Eklin work in?
Jonathan Eklin works in the Financial Services industry.
Jonathan Eklin Email Addresses
Jonathan Eklin Phone Numbers
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