Jarrett Brant

About Jarrett Brant

As a financial advisor, I guide individuals and families in making informed decisions about their finances. My mission is to simplify complex financial concepts and empower clients to build lasting wealth and gain confidence in their financial future. I believe that clarity and trust are essential, allowing families to focus on what matters most. I specialize in working with individuals, families, and Veteran-focused organizations to develop tailored investment strategies. Using a disciplined process, I help clients grow their assets while managing risk appropriately. As life evolves, we revisit and refine your investment plan to ensure it remains aligned with your goals. My services include- Wealth Planning - Customized Investment Management - Risk Management Before entering the financial industry, I earned a Bachelor of Science in Quantitative Economics from the United States Naval Academy. I then served as an Infantry Officer in the United States Marine Corps for over seven years, achieving the rank of Captain before honorably departing in 2021. Outside of my professional work, I am committed to serving my community through Hill City Church and supporting Veteran organizations such as the Robert Irvine Foundation. I am a proud member of the Army Navy Country Club. In my personal time, I enjoy golfing, staying active, and cooking with my wife Lauren, our son John, and our daughter Ann Marie. This information is intended for use by residents of AL, AZ, CA, CO, DC, DE, FL, IN, MD, MI, NC, NY, OH, OR, SC, VA, and WA only.California Insurance License 43•••66. Resident State are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor

   UBS

   Mar 2026 — Present · Washington, DC, US

Education

• United States Naval Academy

  Bachelor of Science (B.S.), Quantitative Economics

  2010 — 2014