Jason Hughes

Relationship Manager

Jason is a Relationship Manager in the Walnut Creek office of United Capital Financial Advisors. In this role, Jason supports his office’s Managing Director by managing and monitoring all client relationships. Jason is very passionate about the overall well-being of all clients and enjoys assisting them as they work toward their financial goals.

Prior to joining the firm, Jason worked for a leading self-directed IRA custodian as a Senior Relationship Manager, where he managed his own book of business. There, he assisted clients primarily with alternative investments through their self-directed IRAs. He originally started out as an Investment Analyst, where he processed private equity and real estate transactions.

Jason earned his Bachelor of Business Administration degree from California State University, East Bay.

In his free time, Jason enjoys keeping busy with outdoor activities, such as golfing and camping. He also enjoys taking weekend trips to small beach towns and South Lake Tahoe.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

"*" indicates required fields

Name*

Phone Number*

Email*

Investable Assets*

ZIP Code*

This field is hidden when viewing the form

Page Title

This field is hidden when viewing the form

Embed URL

This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.