Jason Johnson is celebrating his 35th year providing financial and wealth management advice and services.
He is a graduate of Louisiana State University where he received a Bachelor of Science in Business and earned his commission in the United States Army as a Second Lieutenant. Prior to Morgan Stanley, Jason joined UBS Financial Services in February 2009 after nearly 20 years with Merrill Lynch. His team specializes in financial and estate planning, money management, and corporate pools of money, including 401(k) plans, 403b plans, defined benefit plans, non-qualified plans, foundations, and endowments. Jason is a Certified Investment Management Analyst Professional℠ that is awarded by the Investment Management Consultants Association in conjunction with the Wharton School of Business.
He earned his accredited Investment Fiduciary from the Center for Fiduciary Studies Administrators and Record Keepers. He also earned the Chartered Retirement Planning Specialist℠ Designation through the College for Financial Planning. Most recently, Jason obtained the Certified Exit Planning Advisor designation through the Exit Planning Institute.
Jason regularly attends industry conferences as a guest, panelist, or speaker to stay current with investment management, fiduciary practices, ERISA, and more. Jason was recognized in 2019, 2020, 2021, 2022, 2023 & 2024 by Forbes/SHOOK as Best-in-State Wealth Advisor in Florida. He was also featured in Fortune, Entrepreneur, and Bloomberg Businessweek.
2019, 2020, 2021, 2022, 2023 & 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2019, 2020, 2021, 2022, 2023, 2024). Forbes Best-In- State Wealth Advisors ranking awarded in 2019, 2020, 2021, 2022, 2023, 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
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