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Jonathan Beukelman

Jonathan Beukelman

Formal First Name
Jonathan
Link
LinkedIn
Location
Colorado

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

  • Wall Street's Top 40 Under 40, 2012-2014
  • REP Magazine's Top Wire House Advisors Under 40,2013-2014
  • Forbes Top 250 Financial Advisor, 2016-2019
  • Forbes America's Top 100 Wealth Advisors, 2016-2020
  • Forbes Best-in-State Wealth Advisors, 2016-2020
  • Barron's Top Financial Advisors in America, 2011-2020
  • Barron's Top1,200 Financial Advisors, 2014-2020
  • Financial Times Top 400 Financial Advisors, 2020

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