Jeffrey Frederickson - UBS Financial Services Inc. is a wealth management firm located in Los Gatos, CA. Led by Senior Vice President Jeffrey Frederickson, the firm provides personalized financial planning advice to help clients navigate major life changes and achieve their long-term goals. With a focus on the priorities, goals, concerns, and beliefs of each individual, the firm aims to empower clients and enrich their financial well-being for years to come.
Jeffrey Frederickson joined Frederickson Capital Management in 2014 and has since played a key role in growing the firm's culture and client experience. With a background in independent financial advising and a Bachelor of Arts degree in Economics and Accounting from the University of California Santa Barbara, Frederickson brings a wealth of knowledge and expertise to his role. He is licensed with both the Series 7 and Series 63 FINRA licenses and is dedicated to helping clients in various states achieve their financial goals.
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