Jason Hull

Overview

Jason Hull is a financial advisor and portfolio manager with nearly 30 years of experience in wealth management and private equity investments. He began his career in 1995 with A.G. Edwards & Sons, opening their Dublin location in 2002 and managing 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, where he currently serves as a Wealth Advisor and Portfolio Manager. He has been recognized by Forbes as a Best-in-State Wealth Advisor in 2023, 2024, and 2025, and as a Best-in-State Wealth Management Team in 2023, 2025, and 2026. Additionally, he was named to the UBS Wealth Management Director’s Council in 2025. 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. He 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).

Investment Focus

• Focus on private equity and venture capital opportunities
• Preference for investments in the United States
• Interest in technology, e-commerce, healthcare, and financial services sectors
• Willingness to engage in seed, early stage, growth, and late stage investments
• Open to investments ranging from $1 million to $50 million

Portfolio Companies