Market Director
CERTIFIED FINANCIAL PLANNER™
Jason currently leads the Kentucky business for UBS Global Wealth Management, with offices in Lexington, Louisville and Paducah. In his role as Market Director, Jason assists advisors and their teams in delivering the global capabilities of the firm to better meet the needs and goals of the clients we serve. He brings over 20 years of industry experience, including the last 18 years at UBS. Jason began his UBS career as a financial advisor in our Lexington, KY office in 2005. His prior roles include Branch Manager, Market Supervisory Officer and Financial Advisor.
Jason has been married to his wife Shannon for almost 20 years. They have one daughter, Avery. In his free time Jason enjoys spending time with his family, supporting his daughter’s volleyball passion, and traveling. He is involved in various charities in the community, including Maryhurst.
Education
Credentials
Market Director
CERTIFIED FINANCIAL PLANNER™
Jason currently leads the Kentucky business for UBS Global Wealth Management, with offices in Lexington, Louisville and Paducah. In his role as Market Director, Jason assists advisors and their teams in delivering the global capabilities of the firm to better meet the needs and goals of the clients we serve. He brings over 20 years of industry experience, including the last 18 years at UBS. Jason began his UBS career as a financial advisor in our Lexington, KY office in 2005. His prior roles include Branch Manager, Market Supervisory Officer and Financial Advisor.
Jason has been married to his wife Shannon for almost 20 years. They have one daughter, Avery. In his free time Jason enjoys spending time with his family, supporting his daughter’s volleyball passion, and traveling. He is involved in various charities in the community, including Maryhurst.
Education
Credentials
Director
Admin Manager
Director
Admin Manager
Branch Office Administrator
Branch Office Administrator
Receptionist
Receptionist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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