The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Jason Kimmell

First Vice President–Wealth Management

Financial Advisor

Jason has 30 years of experience in the financial services industry, the last 16 at UBS. Prior to joining UBS he served as a National Director of Trade Support and Operations for Charles Schwab & Company, handling risk management and exchange relationships for the firm during his tenure from 1990-2004. He attended Butler University. Jason's focus is comprehensive financial planning and helping business owners maximize growth and plan for an eventual exit strategy. He also specializes in alternative and non-traditional investments. He lives in Indianapolis, Indiana with his wife Jennifer and their three Cocker Spaniels. They have six children between the two of them and enjoy traveling to visit them.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 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

  • Butler University
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1828

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Global Wealth Report 2024

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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.

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As of 03/31/2024

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