$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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.
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Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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