Jason Johnson has more than 30 years of experience providing comprehensive financial and wealth management advice and services.  He joined UBS Financial Services, Inc. in February 2009 after 19 years with Merrill Lynch.  His team focuses on financial and estate planning strategies, investment management, corporate cash management, defined benefit plans, 401(k) plans, foundation and endowments.

Jason is a graduate of Louisiana State University where he earned his Bachelors of Science in Business Administration. Jason has the Certified Investment Management Analyst Professional designation which is awarded by the Investment Management Consultants Association in conjunction with The Wharton School of Business.  He earned his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies and his Accredited Retirement Plan Consultant designation from the Society of Professional Administrators and Recordkeepers.  Most recently, he earned the Chartered Retirement Plans designation from the College of Financial Planning.

Jason regularly attends industry conferences as a guest, panelist, or speaker to stay current with investments, fiduciary practices, ERISA, and more.  Jason was recognized in 2019 and 2020 by Forbes/SHOOK as a Best-in State Wealth Advsior in Florida and was featured in Fortune, Entrepreneur, and Bloomberg Businessweek.  As a Retirement Plan Consultant, one of his clients was awarded Plan Sponsor of the Year for Corporate Retirement Plans under $50mm in 2015.

• Certified Investment Management Analyst
• Retirement Plan Consultant
• Accredited Investment Fiduciary
• Chartered Retirement Planning Specialist

• Louisiana State University, Bachelor of Science Business Administration

• Lector, Nativity Catholic Church
• Financial Executives International, Sponsor
• Scoutmaster and Founder, Boy Scout Troop 236

AZ, CA, CO, DE, FL, GA, LA, MD, MI, NC, NE, NJ, NY, OR, SC, TX, VA