Jonathan Beukelman

Jonathan Beukelman

Formal First Name

Jonathan Beukelman, CIMA®, started his financial team in 1998. He is a Managing Director, Senior Portfolio Manager, Private Wealth Advisor, and Financial Advisor at UBS. Prior to joining UBS, he was a former Senior Vice President of Investments at Morgan Stanley. Jonathan has been highly recognized by various publications in the industry, such as Forbes Magazine, Barron’s, The Financial Times, and REP Magazine. He specializes in long-term relationships, organizing financial lives, and sophisticated financial planning. Jonathan is also a participant in community activities and local charities.

Professional Experience

Academic History