Advice Built on experience

Jason Hull, founding partner of UBS's James, Hull & Ford Wealth Management, has been a financial advisor for over 25 years. He began his career in 1995 with A.G. Edwards & Sons (which became Wells Fargo Advisors in 2008) and opened their Dublin location in 2002. He was then asked to manage the firm's Cincinnati Regional office in 2004. In 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014. 

UBS focuses on the client by providing "Advice. Beyond investing." This approach fits with Jason's philosophy of "Putting the Client First." Wealth management begins with a plan, and the resources of UBS, along with the knowledge and experience of a Certified Financial Planner™, provide the foundation for a long term relationship. Jason believes that clear, mutually understood goals are essential to a good relationship and will begin by discussing your unique financial situation and objectives with you. The team will then analyze and develop a tailored financial plan, regularly monitoring outcomes and staying connected after the plan has been implemented. Life changes, as do markets, and Jason's approach is based on the belief that combined mutual oversight provides the best chance for success.

Jason earned a Bachelor of Arts degree in Business Administration with an emphasis in Finance and a minor in Economics from Baldwin-Wallace University. He completed the ACFP education program at The Ohio State University. Additionally, he has obtained the Certified Financial Planner™ designation as well as the Chartered Financial Consultant® certification from the American College.  In 2018, he earned the Wealth Advisor designation at UBS.

Jason grew up in Fremont, Ohio and currently resides in Powell, Ohio with his three children. He is involved with several community organizations including Delaware County Foundation, Stratford Ecological Center, Worthington Estate Planning Council, and Pelotonia. He is involved with KidneyCan Coalition and American Corporate Partners on a national level.

Accomplishments

  • Certified Financial Planner
  • Chartered Financial Consultant
  • UBS Wealth Advisor

Registered States:

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV