Why J.P. Morgan Advisors Choose UBS | Transition Toolkit

This toolkit was created to help J.P. Morgan advisors explore a move to UBS with confidence. Inside, you will find firsthand stories from former J.P. Morgan colleagues who have made the transition, insights into why top advisors are choosing UBS, and a direct way to connect for a one-on-one conversation when you're ready.

Listen

Hear directly from former J.P. Morgan advisors on the UBS Financial Advisor Recruiting Podcast. In these candid conversations, they share what drove their decision, how the transition unfolded, and what life looks like now at UBS.

Featured episode: Patrick Schaeffer, UBS – New York, NY

Patrick shares why he and his team made the move after careers at both Goldman Sachs and J.P. Morgan. He highlights the cultural shift they found at UBS, where wealth management is the priority, and senior leadership is truly accessible.

He also discusses how UBS’s open architecture, advanced planning tools, and advisor-first environment have exceeded expectations and helped them deliver more value to ultra-high-net-worth clients.

JP Morgan Private Bank

21 May 2025

Episode 7

JP Morgan Private Bank recruit experience from advisor who joined UBS in Los Angeles, California. This interview covers key factors to consider when choosing a wealth management firm for ultra high-net worth clients, how UBS’ intellectual capital and family office solutions group benefits client, and how financial advisors can best manage the transition to a new firm for their ultra-high-net-worth clients.

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27:26

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06 May 2024

Episode 8

JP Morgan Private Bank recruit experience from advisor who joined UBS in San Francisco, California. This interview covers what made this advisor leave JP Morgan Private Bank after 20 years and join UBS, the most important factors considered when choosing to join UBS, how important company culture is when considering a chance, and the factors that contributed to a successful transition.

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24:13

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Learn

Explore key insights in the 2024 edition of Why UBS: J.P. Morgan, a research-based report built from in-depth interviews with advisors who’ve already made the move. Inside, you’ll learn why they left, how the transition worked, and what changed for their business.

Advisors said UBS gave them the freedom to lead with planning and deliver more to clients without the silos or conflicts of a bank-first model.

UBS’s depth in lending, alternatives, and UHNW support helped them bring more value to clients from day one.

Advisors consistently pointed to UBS’s boutique culture, smoother transition experience, and faster access to decision makers.

Download the Why UBS report.

Act

For many successful advisors considering a new firm, hearing from recent recruits is paramount. That’s why we give you opportunities to hear firsthand from new joiners—candidly.

Speak with a UBS Financial Advisor who recently joined from JP Morgan.

Have a personal, candid conversation with someone who:

Understands your current working environment
Can answer your questions
Can explicitly walk you through the opportunities at UBS

Fill out the form below to be connected with an Advisor Recruiting specialist on our team who will:

Spend some time understanding your needs
Set up a candid consultation with a recent joiner with a similar background and/or a field leader in your respective market

Schedule a call

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Legal Notice

UBS Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by UBS Financial Services Inc. (“UBS”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by UBS Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here https://www.ubs.com/global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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Skip Links

The Ultimate Advisor Transition Toolkit

JP Morgan Private Bank

JP Morgan Private Bank

UBS Financial Advisor Recruiting Experience Podcast

Episode 7

Episode 8

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