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Jim Fair
UBS Wealth ManagementBostonWealth Advisor,  Managing Director
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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

#14
Massachusetts - Boston (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Disclosures

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

Jim Fair's Awards

2023
Forbes Best in State Wealth Management Team
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of... Read More
2021
Forbes Best in State Wealth Advisor
 The Forbes rating is compiled by Shook Research and awarded annually in April, based on information from a 12-month period ending June... Read More
2022
Forbes Best in State Wealth Advisor
 The Forbes rating is compiled by Shook Research and awarded annually in April, based on information from a 12-month period ending June... Read More
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.  For our client relationship summary disclosures, please visit ubs.com/relationshipsummary.   UBS Financial Services Inc.,  Member FINRA.  Member S/PC
Contact Jim
jim.fair@ubs.com
(617) 439-8595
One Post Office Square, Boston, Massachusetts 02109
Asset Summary
As of Jun, 2023
$1.5M
Min Account Size For New Business
$2-12M
Typical Size Of Households
$3-20M
Typical Net Worth Of Relationships
$1B
Team Assets (Custodied)
Appears On