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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Life changes, as do markets. Jason Hull of The CORE Investment Group plays a key role in helping clients navigate those changes with nearly 30 years of financial advising experience. In 1995, Jason began his career with A.G. Edwards & Sons, opening their Dublin location in 2002. He managed their Cincinnati Regional office in 2004. The firm transitioned to Wells Fargo Advisors in 2008 and, in 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014.
Advice. Beyond investing is the core UBS principle that focuses on clients by providing advice for all of life’s changes – from birth to college and marriage to business planning. This approach ensures his clients’ changing needs are addressed throughout the seasons of life. Jason believes that clear goals are essential to good relationships. The resources offered by UBS, along with the knowledge of a Certified Financial Planner™, provide the foundation for long-term relationships. Jason collaborates with you to focus on your unique financial objectives. With your goals in mind, Jason will develop a tailored financial plan, regularly monitor outcomes, and keep you apprised every step of the way. Jason understands that life will change but working together closely to achieve goals creates 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 and obtained the Certified Financial Planner™ designation as well as the Chartered Financial Consultant® certification from the American College. Jason earned the Wealth Advisor designation at UBS and has been recognized by the UBS Council program. Jason also advocates on behalf of clients and the financial services industry as a member of the Executive Board of the UBS Political Action Committee (PAC).
CA Ins#0I93664
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.
Credentials
Life changes, as do markets. Jason Hull of The CORE Investment Group plays a key role in helping clients navigate those changes with nearly 30 years of financial advising experience. In 1995, Jason began his career with A.G. Edwards & Sons, opening their Dublin location in 2002. He managed their Cincinnati Regional office in 2004. The firm transitioned to Wells Fargo Advisors in 2008 and, in 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014.
Advice. Beyond investing is the core UBS principle that focuses on clients by providing advice for all of life’s changes – from birth to college and marriage to business planning. This approach ensures his clients’ changing needs are addressed throughout the seasons of life. Jason believes that clear goals are essential to good relationships. The resources offered by UBS, along with the knowledge of a Certified Financial Planner™, provide the foundation for long-term relationships. Jason collaborates with you to focus on your unique financial objectives. With your goals in mind, Jason will develop a tailored financial plan, regularly monitor outcomes, and keep you apprised every step of the way. Jason understands that life will change but working together closely to achieve goals creates 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 and obtained the Certified Financial Planner™ designation as well as the Chartered Financial Consultant® certification from the American College. Jason earned the Wealth Advisor designation at UBS and has been recognized by the UBS Council program. Jason also advocates on behalf of clients and the financial services industry as a member of the Executive Board of the UBS Political Action Committee (PAC).
CA Ins#0I93664
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.
Credentials
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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