Jessica Lynne Kartzinel
First Vice President–Wealth Management, Financial Advisor
Henderson, Nevada
About Jessica Lynne Kartzinel
Jessica Lynne Kartzinel is a distinguished First Vice President–Wealth Management and Wealth Advisor with over three decades of experience in financial services. Based in Henderson, Nevada, she offers comprehensive wealth management solutions tailored for families, small-business owners, and individual clients. Her expertise spans estate planning, retirement strategies, college savings, and philanthropic endeavors, underpinned by a profound understanding of the unique financial challenges faced by physicians’ families, thanks to her insights from her husband, David, an OB/GYN.
Jessica is a respected authority in investment management, holding several critical certifications including the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®). Her academic credentials boast an Executive’s Certificate from the Wharton School of Business and a B.A. in Psychology from the University of California, Santa Barbara.
Throughout her career, Jessica has been recognized for her exceptional contributions to the financial industry and her community. Her accolades include multiple listings in Forbes America’s Top Women Wealth Advisors and Best-in-State Wealth Advisors, reflecting her commitment to excellence and client satisfaction. Jessica also holds the distinction of being honored with the Philanthropist of the Month by Moonridge Group/Luxury Las Vegas Magazine and has received several awards from UBS for her outstanding service and volunteerism.
Deeply committed to her community, Jessica has served in various leadership roles, including past president of the Clark County Medical Society Alliance and board member of the Nevada Community Foundation. Her volunteer work is dedicated to advancing healthcare and supporting educational and economic empowerment initiatives across Nevada.
Areas of Focus
Career Background
Education
Media
Awards & Recognition
- Forbes America's Top Women Wealth Advisors, 2020 & 2021
Licenses & Certifications
CIMA (Certified Investment Management Analyst)
Issue Date: September 2006
CEPA (Certified Exit Planning Advisor)
Issue Date: November 2021
Series 65 – Uniform Investment Adviser Law Examination
Issued Date: September, 1995
Series 63 – Uniform Securities Agent State Law Examination
Issued Date: September, 1994
Series 31 – Futures Managed Funds Examination
Issued Date: November, 1994
Series 7 – General Securities Representative Examination
Issued Date: August, 1994
SIE – Securities Industry Essentials Examination
Issued Date: October 1, 2018
Frequently Asked Questions
What does Jessica Lynne Kartzinel do?
Jessica Lynne Kartzinel is a First Vice President–Wealth Management and Financial Advisor at UBS. She provides comprehensive wealth management solutions for families, small-business owners, and individual clients, with expertise in estate planning, retirement strategies, college savings, and philanthropic planning.
What is Jessica Lynne Kartzinel known for?
Jessica Lynne Kartzinel is known for her three decades of experience in financial services and her recognition in Forbes America's Top Women Wealth Advisors and Best-in-State Wealth Advisors lists. She has also been honored as Philanthropist of the Month by Moonridge Group/Luxury Las Vegas Magazine and received multiple awards from UBS for service and volunteerism.
Where is Jessica Lynne Kartzinel based?
Jessica Lynne Kartzinel is based in Henderson, Nevada.
Where did Jessica Lynne Kartzinel study?
Jessica Lynne Kartzinel earned a B.A. in Psychology from the University of California, Santa Barbara, and completed an Executive's Certificate program at the Wharton School of Business, University of Pennsylvania.
Who does Jessica Lynne Kartzinel work for?
Jessica Lynne Kartzinel works for UBS, where she serves as First Vice President–Wealth Management and Financial Advisor.
Last updated July 23, 2026