Jennifer Pope

Best-in-State · rank 135 · Scottsdale, Arizona · listed firm: UBS Wealth Management

Identity & firm

Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
Parent company — UBS AG (high)
- “UBS Wealth Management is a division of UBS AG” — firm_official
Firm type — bank_brokerage (high)
- “UBS Wealth Management” — forbes_shook
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Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
Typical client net worth ($M) — 13.75 (high)
- “Typical Net Worth of Relationships: $2.5-25M” — forbes_shook
Client niche — generalist (medium)
- “Typical household accounts $1.1-5.5M, team assets $1B custodied” — forbes_shook
Custodians — not_applicable (high)
- “UBS Wealth Management is a bank-based wealth management firm, not an RIA” — firm_official
Fee model — not_public (high)
- “No fee model disclosed in Forbes Q&A or public materials” — forbes_shook

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Content marketing — none (low)
- “No content marketing identified for Jennifer Pope individually” — forbes_shook
Has podcast — no (low)
- “No podcast identified” — forbes_shook
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Social presence — — (low)
- “No social media presence identified for Jennifer Pope” — forbes_shook
Press awards — 2026 Forbes America's Top Wealth Advisors (Rank 135) (high)
- “Ranked 135 on 2026 Forbes America's Top Wealth Advisors list” — forbes_shook