CERTIFIED FINANCIAL PLANNER™
Jason currently leads the team of financial advisors and support associates in the Louisville, KY branch. In his role as branch manager, Jason assists advisors in delivering the global capabilities of UBS to better meet the needs and goals of the clients we serve. He brings almost 20 years of industry experience, including the last 16 years at UBS. Prior to assuming role of branch manager in 2017, he served as Market Supervisory Officer for the Tennessee Kentucky Market as well as other management and financial advisor roles over the years.
Jason is married and has one daughter. in his free time he enjoys spending time with his family and traveling. He is involved in various charities in the community, including Maryhurst.
Branch Office Administrator