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Jordan Glaeser
Global Wealth Management at UBS
Jordan Glaeser is a Financial Advisor at UBS, based in the Dallas-Fort Worth Metroplex area.2 As a partner on a team advising high-net-worth individuals, Glaeser focuses on all aspects of wealth management for his clients.23
Professional Experience
At UBS, Glaeser's primary responsibilities include:
- Investment strategy due diligence
- Constructing and managing concentrated equity holdings for the team3
He is part of the Forensic Investment Team at UBS, which specializes in managing investments and sophisticated relationships for business owners, executives, family offices, and institutions with significant wealth.1
Qualifications and Expertise
Glaeser has approximately 6 years of experience in the financial industry.4 He has demonstrated his expertise by passing several professional examinations, including:
Additionally, he holds 35 licenses related to his profession, indicating a broad range of financial expertise.4
Professional Standing
As of the available information, Jordan Glaeser has a clean professional record with no disclosures of disciplinary actions or complaints.4 This suggests a history of ethical practice and adherence to industry standards.
Jordan Glaeser's role at UBS involves leveraging the firm's global capabilities and resources, including its top-ranked global institutional equity research and the UBS Evidence Lab, to provide comprehensive wealth management services to high-net-worth clients.1
