Jason Katz

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

America's Top Wealth Advisors (2024)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Forbes Best-In-State Wealth Advisors (2024)

New York - NYC (Private Wealth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Team Member - America's Top Wealth Management Teams: Private Wealth (2023)

Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Disclosures

Eligibility for ratings/awards included in this adviser's paid profile are based on quantitative factors and are not necessarily related to the quality of the investment advice.

About Jason Katz

With over 30 years of experience, Jason is a UBS Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Athletes & Entertainers Consultant, and NFLPA Institutional Player Financial Advisor. Jason is a frequent guest on CNBC, Fox Business News and Bloomberg TV. He is the senior team member of Katz Wealth Management and oversees the team’s customized equity and exchange traded fund models for clients. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Lastly, he has been named a Forbes Best-In-Stat... Read More

The description above is provided by Jason.

Focus Area / Customer Base

Families, Individuals, Financial Professionals, Athletes and Entertainers, Business Executives

Jason Katz's Team Photo

Alexander Smith, CFP®, CIMA®, CEPA, CPWA®, Evan Kresman, CFP®, CIMA®, Tommy Karavas, CFA, CFP®, CIMA®, Ryan Pratt, CFP®, Kenji Yoshikawa CRPS®, CEPA, Ryan Rosegarten, CFP®, Josh Levine, Lamar Remy, CFP®, Sean Quinn, CFP®, Michael Zangoglia, CFA, Jordan Ricciardi, CIMA®, Grace Wingerter, Zachary Mazur, Morgan Riley, Ella Weider, Layla Shapiro, Kathryn Sheridan, Esther Wintner, CRPCTM, Marc Green, Robert Schiff, Ryan Barnes

Articles from Jason

By Jason Katz

In the News

Here’s The Money Advice Top Wealth Managers Are Giving Their Wealthy Clients Right Now

By Jason Bisnoff

CIMA® is a registered certification mark of the Investments & Wealth Institute™ in the United States of America and worldwide. For designation disclosures, visit ubs.com/us/en/designation-disclosures.

(2021-2023, Barron's Top 100 Financial Advisors) The Barron's rating is awarded annually in April and is based on information from the prior year Q4.

(2010-2024, Barron's Top 1,200 Financial Advisors aka Barron's Top 1,000 Financial Advisors) The Barron's rating is awarded annually in March and is based on information from the prior year Q3.

(2024, Forbes America's Top Wealth Advisors) The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year.

(2018-2024, Forbes Best-In-State Wealth Advisors) The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year.

The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.