- Jason E. Stephens from UBS Wealth Management named to Forbes America's Top 250 Wealth Advisors and Best-In-State Wealth Advisors lists for 2025.
- This marks the ninth consecutive year Stephens has been recognized on the Forbes Top 250 Wealth Advisors list.
- UBS manages $6.1 trillion of invested assets globally as of Q4 2024.
UBS Wealth Management has announced that Jason E. Stephens, a Private Wealth Advisor and Managing Director based in Naples, Florida, has been named to the 2025 Forbes America's Top 250 Wealth Advisors and the Forbes Best-In-State Wealth Advisors lists. This achievement highlights Stephens' dedication and expertise in providing comprehensive wealth management services.
Stephens, together with his team, The Stephens Group at UBS, has been serving ultra-high-net-worth clients in southwest Florida for over 25 years. The recognition by Forbes, which has been consistent for nine years in the Top 250 Wealth Advisors list and eight years on the Best-In-State list, underscores his commitment to excellence in client service and financial planning.
The 2025 Forbes rankings, developed by SHOOK Research, are based on both qualitative criteria, including thorough due diligence interviews, and quantitative data such as revenue trends and assets under management. The advisors on the Forbes Best-In-State list collectively oversee $16.7 trillion in assets, while the Top Wealth Advisors list represents $2 trillion in managed assets.
UBS Group (UBS, Financial), headquartered in Zurich, Switzerland, is a global leader in wealth management, providing personalized advice and solutions across more than 50 markets worldwide. It oversees $6.1 trillion in invested assets as of the fourth quarter of 2024. Shares of UBS are listed on the SIX Swiss Exchange and the New York Stock Exchange.
