Jason Wolsefer is a financial advisor with UBS Financial Services in Pacific Palisades, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he manages an occasional vacation rental property in Lake Arrowhead, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Eric Idelson is a financial advisor at UBS Financial Services with 33 years of industry experience, including 29 years at UBS. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director for the Child Success Foundation, a nonprofit that provides funds for families unable to afford pediatric occupational, educational, and speech therapy. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services tailored to clients’ goals and risk tolerances.