Let's move forward. Together.

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.

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Jason Johnson

Senior Vice President–Wealth Management

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.  As a Retirement Plan Consultant, one of his clients was awarded Plan Sponsor of the Year for Corporate Retirement Plans under $50mm in 2015.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • LA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OR
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Bachelor of Science Business Administration, Louisiana State University

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
  • Retirement Plan Consultant
201 North New York Ave
Winter Park, FL 32789
  • (407) 872-6311

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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