Top Wealth + Best-in-State · rank 6 · Walnut Creek, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (UBS Private Wealth Management) (high)
- “"currentEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/7/2008", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/7/2008", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Jay Family Partners (high)
- “Jay Family Partners Home (current) Meet the team Contact Family. Wealth. Planning. Private Wealth Management” — firm_official
- Team size — 8 (medium)
- “Kelly Kenneth Jay Managing Director–Wealth Management Financial Advisor” — firm_official
- CRD — 4282170 (high)
- “"basicInformation": {"individualId": 4282170, "firstName": "GABRIEL", "middleName": "ADAM", "lastName": "JAY", "otherNames": ["GABE JAY"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 25 (high)
- “"daysInIndustryCalculatedDateIAPD": "12/18/2000"” — sec_finra_regulatory
- Designations — CFP (high)
- “Gabe holds the designation of CERTIFIED FINANCIAL PLANNER™, an accreditation that sets the standard for comprehensive and ethical financial advice.” — firm_official
Book of business
- Team AUM ($M) — 2600 (high)
- “Team Assets (Custodied): $2.6B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 17.5 (high)
- “Typical Net Worth of Relationships: $5-30M” — forbes_shook
- Client niche — multigenerational families / multi-generational wealth planning and financial education (high)
- “Gabe is the trusted advisor to our clients, specializing in the planning for multi-generational wealth management and financial education.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/7/2008", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/jayfamilypartners/ (high)
- “Jay Family Partners Home (current) Meet the team Contact Family. Wealth. Planning. Private Wealth Management” — firm_official
- Value proposition (verbatim) — From our family to yours, we offer a highly personalized approach that helps you simplify the challenges that come with life matters that impact preserving, growing and transitioning wealth. (high)
- “From our family to yours, we offer a highly personalized approach that helps you simplify the challenges that come with life matters that impact preserving, growing and transitioning wealth.” — firm_official
- Differentiators — Multigenerational team committed to each generation of the client family, Two CERTIFIED FINANCIAL PLANNER™ practitioners on the team, Integrated planning combining all aspects of financial life into one plan, Team stability and longevity through changing economies, Customized, discretionary portfolio management specific to each client (high)
- “Our multigenerational team provides dedicated service and a disciplined process to help you and your family define and achieve your goals in every stage of life. We are here to help you manage your complex financial need” — firm_official
- “Our two CERTIFIED FINANCIAL PLANNER™ practitioners have met stringent requirements and provide a depth of planning acumen that can help enrich your understanding of all aspects of your financial life.” — firm_official
- Content marketing — none (medium)
- “Jay Family Partners Home (current) Meet the team Contact” — firm_official
- Has podcast — no (medium)
- “Jay Family Partners Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Raised in the SF Bay Area, Gabe attended Vanderbilt University in Nashville, Tennessee, where he majored in both Organizational Development and Political Science.” — firm_official
- Linkedin url — https://www.linkedin.com/in/gabriel-jay-cfp%C2%AE-28a62b158 (high)
- “linkedin.com/in/gabriel-jay-cfp%C2%AE-28a62b158” — firm_official
- Social presence — linkedin_active (low)
- “Gabriel Adam Jay, CFP 1255 Treat Blvd Suite 1000 Walnut Creek, CA 94597 (925) 746-0251 Email Me Let's connect” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024, 2025, Barron's Top 1,500 Financial Advisors, 2026 (high)
- “Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024, 2025 The Barron's rating is awarded annually in March and is based on information from the prior year Q3. Barron's Top 1,500 Financial Advisors, 2026 The Bar” — firm_official
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/jayfamilypartners/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — Standard UBS corporate template: UBS red-and-white palette with red line-icon accents, clean institutional sans-serif, warm family/lifestyle group photography. No team-specific visual identity. (high)
- “src="mediahandler/media/453444/Money-red.svg” — firm_official
