Insight-based advice

Jason J. Hull, CFP, ChFC

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).

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Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The 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


  • Portfolio Manager
  • Wealth Advisor
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 442-6285

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