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Jason Braun, CPWA®, CRPC®


Jason has 15 years of experience in the financial services industry, joining UBS in 2006. He is one of 4 partners on the Norris Wealth Management Group in Birmingham, MI.

Jason holds a bachelor's degree in economics from Michigan State University.  He is a Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®) and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

 

As an advisor on the team, Jason is dedicated to connecting with investors on a personal level  and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.