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John Short

Senior Vice President Wealth Management at UBS / Senior Managed Account Consultant / Financial Advisor

John Short III is a Senior Vice President of Wealth Management and Senior Managed Account Consultant at UBS Financial Services.12 He has been in the wealth management industry for over 36 years, successfully assisting clients in managing all aspects of their wealth planning needs through various market conditions.1

Key points about John Short III:

  1. Experience: He has held several management positions at UBS, including Sales Manager, Assistant Branch Manager, and Branch Manager.1

  2. Expertise: John specializes in designing investment plans for important life goals, balancing growth and preservation over time.1

  3. Community involvement: He is actively involved in volunteer work, including:

    • Serving as President of Rolling Thunder California Chapter 1
    • Founding the Sgt. Ron Helus Ride For The Blue
    • Acting as Master of Ceremonies for the American Cancer Society's Relay for Life
    • Past involvement with National Ski Patrol and Thousand Oaks Little League1
  4. Personal life: John has lived in Thousand Oaks, California for 27 years with his wife Sue. They have three sons and three Australian Labradoodles.1

  5. Professional credentials: He holds a CA Insurance License #0A49406.1

John Short III is part of the Short Wealth Management Group at UBS, which manages assets of $250 million and has over 55 years of collective experience in servicing affluent families, retiring professionals, and successful business owners.1

Highlights

Dec 5 · advisors.ubs.com
Short Wealth Management Group - Westlake Village , CA - UBS
Short Wealth Management Group - Westlake Village , CA - UBS
Apr 25 · commonwealth.com
Our Leadership Team | A Passion for Serving Our Advisors

Related Questions

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John Short
John Short, photo 1
John Short, photo 2
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Location

Greater Los Angeles Area