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Tyler W
Series 66
San Diego, CA
UBS Financial Services
Tyler Webb is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in San Diego, CA. His prior experience includes roles at Lucia Capital Group and involvement in Webb Construction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Jason K
Series 66, Series 63
San Diego, CA
UBS Financial Services
Jason Kaimer is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at First Republic Securities Company LLC and First Republic Bank for over two decades. He holds Series 66 and Series 63 designations and is based in San Diego, CA. 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 uses proprietary research and model-based asset allocations to tailor client plans.
Diwani B
Series 66
San Diego, CA
UBS Financial Services
Diwani Biglang Awa is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she owns and operates Brixton Interiors LLC, a residential interior design and home décor business, and Tiny Baubles LLC, a handmade jewelry retail venture. She also serves on the executive board of Alamosa Park Elementary PTA as an auditor and communications coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.
Clark L
Series 63, Series 66
San Diego, CA
UBS Financial Services
Clark Lacerda is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions.
Christopher P
Series 66
San Diego, CA
UBS Financial Services
Christopher Pennington is a financial advisor with UBS Financial Services in San Diego, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is registered as an officer of Pennington's Inc. Auto Sales and Leasing, a family-owned business, and is involved as a partner and decision-maker in real estate investments through PMR Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services through a large network of financial advisors.
Grant K
Series 66
San Diego, CA
UBS Financial Services
Grant Kane is a financial advisor at UBS Financial Services with Series 66 credentials and has been in the industry since 2025. Prior to joining UBS, his background includes a period as a student and brief unemployment. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.
John W
Series 63, Series 65
San Diego, CA
UBS Financial Services
John Willis is a financial advisor with UBS Financial Services in San Diego, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.
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