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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Account Vice President
Jason focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, Jason takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms. Drawing on his in-depth experience, Jason can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.
Jason enjoys spending time with his family. He met his wife through their shared love of music in college. Together they have a son and two daughters, and three Bernese Mountain Dogs and 3 Standard Poodles. They recently renovated a 40-acre Amish farm in Richland County in 2021.
Jason is the founding member of the Columbus Chapter of the Indiana Wesleyan University Alumni Association, volunteers with the Alzheimer's Association, consults the Humane Society of Richland County's Board of Directors, and sponsors the Buckeye Chapter of the BMW Car Club of America.
When not helping his clients, you can usually find Jason doing a project around the farm or driving his BMW 850i Gran Coupe.
Education
Advice. Beyond Investing for Individuals, Families, and Businesses.
Jason B. Jones, CFP® , AAMS is also part of:
Jason B. Jones, CFP® , AAMS
Account Vice President
Jason focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, Jason takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms. Drawing on his in-depth experience, Jason can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.
Jason enjoys spending time with his family. He met his wife through their shared love of music in college. Together they have a son and two daughters, and three Bernese Mountain Dogs and 3 Standard Poodles. They recently renovated a 40-acre Amish farm in Richland County in 2021.
Jason is the founding member of the Columbus Chapter of the Indiana Wesleyan University Alumni Association, volunteers with the Alzheimer's Association, consults the Humane Society of Richland County's Board of Directors, and sponsors the Buckeye Chapter of the BMW Car Club of America.
When not helping his clients, you can usually find Jason doing a project around the farm or driving his BMW 850i Gran Coupe.
Education
Advice. Beyond Investing for Individuals, Families, and Businesses.
Jason B. Jones, CFP® , AAMS is also part of:
Jason B. Jones, CFP® , AAMS
$6.9 trn
UBS Group invested assets
As of 10/29/2025
More than 160 years
offering financial advice
51 countries
Our global footprint
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
