Wealth advice that helps inspire confidence

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Three generations in front yard

Jason Hamlin, CIMA, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.

CA Insurance License # 0K37275

Personal & Community

  • Community Health Center of Snohomish County - Community Advisor
  • Woodland Park Zoo - Board of Directors
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • MD
  • MI
  • MN
  • NC
  • NH
  • NM
  • NV
  • NY
  • OR
  • SC
  • TN
  • TX
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

  • Associate of Arts, Green River Community College
  • Bachelor of Arts in Business Administration, Washington State University

Credentials

  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Wealth Advisor
  • Chartered Retirement Plans Specialist
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 447-2465

Email Me

A team approach

A team approach

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Institutional consulting

Institutional consulting

Can I invest sustainably across my portfolio?

Consider prioritizing SI portfolio alignment

The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.

Young turtle in sand

Backed by the strength of UBS

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Euromoney Private Banking and Wealth Management Survey, 2015-2022

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