Jason E. Hughes
About Jason E. Hughes
Jason E. Hughes serves as the Vice President of Wealth Management at UBS, where he has worked since 2012. He is a CERTIFIED FINANCIAL PLANNER TM with extensive experience in the financial services industry, having previously held positions at Morgan Stanley Smith Barney and Legg Mason.
Work at UBS
Jason E. Hughes has been serving as Vice President in Wealth Management at UBS since 2012. He operates from the Sarasota, Florida office and is responsible for managing client relationships and financial planning services. His role involves adhering to a compliance framework that includes monitoring and retaining communications as mandated by UBS. With over a decade of experience at UBS, Hughes has developed a strong understanding of wealth management strategies tailored to meet client needs.
Previous Experience in Wealth Management
Prior to joining UBS, Jason E. Hughes worked at Morgan Stanley Smith Barney as a CERTIFIED FINANCIAL PLANNER TM from 2005 to 2012. His tenure there lasted seven years, during which he honed his skills in financial planning and client advisory services. Before that, he served as a Financial Advisor at Legg Mason from 2001 to 2005, accumulating four years of experience in the financial services industry. This diverse background has contributed to his expertise in wealth management.
Education and Expertise
Jason E. Hughes earned his Bachelor of Science in Business Administration (B.S.B.A.) with a focus on Economics from the University of Florida. His studies spanned from 1991 to 1995, providing him with a solid foundation in economic principles and financial analysis. Additionally, he holds the designation of CERTIFIED FINANCIAL PLANNER TM, signifying his proficiency in financial planning and commitment to professional standards in the industry.
Registered States for Business
Jason E. Hughes is registered to conduct business in 17 states, including Arizona, Colorado, and New York. This registration allows him to provide wealth management services across a broad geographic area, catering to a diverse clientele. His ability to operate in multiple states enhances his reach and accessibility to clients seeking financial planning and investment management services.