Top Wealth + Best-in-State + Barron's 100 · rank 2 · Denver, Colorado · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Jonathan Beukelman - UBS Private Wealth Management” — forbes_shook
- “– Managing Director, Senior Portfolio Manager, Family Office Consultant and Private Wealth Advisor, UBS Private Wealth Management, 2008 – present” — firm_official
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "12/5/2008", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Montage Financial Group (high)
- “He uses this philosophy with his team, Montage Financial Group, a large and diversified team of individuals with complementary skill sets—whether in investment management, portfolio construction or exceptional client ser” — firm_official
- Team size — 25 (medium)
- “As a Managing Director and Senior Portfolio Manager with Montage Financial Group, a 25-member team with offices in Colorado, Nevada and Nebraska, he provides ultra-high net worth individuals, multi-generational families ” — firm_official
- CRD — 2633169 (high)
- “"individualId": 2633169, "firstName": "JONATHAN", "middleName": "VERNE", "lastName": "BEUKELMAN", "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "5/13/1998"” — sec_finra_regulatory
- Years experience — 28 (high)
- “"daysInIndustryCalculatedDate": "5/13/1998"” — sec_finra_regulatory
- “– Financial Advisor, Piper Jaffray, 1998, 1999” — firm_official
- Designations — CIMA, other:Family Office Consultant (FOC) (high)
- “– Certified Investment Management Analyst (CIMA), UC Berkeley Haas School of Business – Family Office Consultant, Investment Consultant Program, Wharton School, University of Pennsylvania – B.A., business, Taylor Univers” — firm_official
Book of business
- Team AUM ($M) — 7300 (high)
- “Team Assets (Custodied) $7.3B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 27.5 (high)
- “Typical Net Worth of Relationships: $5-50M” — forbes_shook
- Client niche — multigenerational families, senior executives and entrepreneurs (business transition/exit) (high)
- “As a seasoned, UBS Private Wealth Management team, we've guided generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges.” — firm_official
- “Working closely with multigenerational families, Jonathan helps them build legacies by gaining a deep understanding of each client's passions, concerns and fears.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/montage/ (high)
- “Montage Financial Group | Denver, Lincoln, Las Vegas, Santa Fe” — firm_official
- Value proposition (verbatim) — Navigating wealth, life and all that matters. … We believe our expertise and experience in managing significant wealth are more important than ever today. Our advice is direct and insightfully tailored for the life you lead and your most important priorities. (high)
- “Navigating wealth, life and all that matters. Private Wealth Management” — firm_official
- “Why do clients choose Montage Financial Group? We believe our expertise and experience in managing significant wealth are more important than ever today. Our advice is direct and insightfully tailored for the life you le” — firm_official
- Differentiators — Family values-based process around money as a source of family strength, not strife, Two experienced advisors partnered to combine complementary experience and skills, Integrates generational planning with a systematic, process-driven approach, Large, diversified team of specialists across four offices, Business transition, exit and succession planning across the full company lifecycle (high)
- “"A family's values about money are what lasts. Many are concerned that money causes problems, but we have found our process around families and money has allowed money to be very healthy within a family unit. Instead of ” — firm_official
- “Experienced financial advisors and good friends, Jonathan Beukelman and Michael Chudd partnered to help bring even greater insight to our clients. With our complementary experience and skills, and our large, diversified ” — firm_official
- Content marketing — occasional (medium)
- “Shaping multigenerational wealth Montage 2022-Shaping multigenerational wealth” — firm_official
- Has podcast — no (medium)
- “Home (current) Meet the team Contact” — firm_official
- Books published — 0 (low)
- “– Certified Investment Management Analyst (CIMA), UC Berkeley Haas School of Business – Family Office Consultant, Investment Consultant Program, Wharton School, University of Pennsylvania – B.A., business, Taylor Univers” — firm_official
- Linkedin url — https://www.linkedin.com/in/jonathan-v-beukelman-cima- (high)
- “linkedin.com/in/jonathan-v-beukelman-cima-” — firm_official
- Social presence — linkedin_active (low)
- “linkedin.com/in/jonathan-v-beukelman-cima-” — firm_official
- Press awards — Barron's Top 100 Financial Advisors, 2026, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 100 Private Wealth Management Teams, 2022, 2023, Barron's Top 1,200 Financial Advisors, 2014–2025, Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013 (high)
- “Barron's Top 100 Private Wealth Management Teams, 2022, 2023 … Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026 … Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013 … Barron's Top 1,200 Financial A” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisors.ubs.com/montage/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard UBS corporate template: red/white/black palette, Frutiger-style sans, no team mark. Warm lifestyle photography — grandparent on a boardwalk, an estate walkway — plus a wide group team photo and Forbes Best-in-State badges. (high)
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… <img src="mediahandler/media/734391/20250815_MontageTeam-0001_1471x531.” — firm_official
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