Lexington, Ohio – Jason Jones, Certified Financial Planner® (CFP®), is pleased to announce his expanded professional presence in the Village of Lexington, offering by-appointment financial planning services tailored for individuals, families and businesses in the community.

With a practice headquartered in Upper Arlington, Jones chose Lexington for its strong community and proximity to his home in Bellville. The new location allows clients in Richland County and surrounding areas the opportunity to meet locally in a professional setting.

Consultations will take place downtown in Lexington. The Village is a natural choice with its mix of history and renewal which provides a fitting backdrop for Jones’s approach to modern, forward-looking financial planning and wealth management.

“My goal is to make financial planning and wealth [management] accessible, approachable, and meaningful,” said Jones. “Being present in Lexington gives me the opportunity to connect with our community and provide folks with guidance close to home.”

Jones specializes in comprehensive services including wealth management, retirement planning, investment strategy, and risk management, with an emphasis on clarity, long-term growth, and client confidence delivered by UBS, a global leader in private wealth management operating in 51 countries and managing $6 trillion of client resources.
Appointments in Lexington are available by request.

About Jason Jones, CFP®

Jason Jones is a Certified Financial Planner® professional dedicated to helping clients navigate complex financial decisions with confidence. He is a resident of Bellville, where he and his family live on their 40-acre farm.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. For designation disclosures, visit ubs.com/us/en/designation-disclosures. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. © UBS 2025. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. ED_10022025-1 Exp.: 10/31/2026