Raymond James welcomes Ohio advisor duo managing approximately $450 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jason J. Hull, CFP®, ChFC®, and Jessica L. Penza, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Amy Smart, Mid-American regional director for RJA.
The duo arrives from UBS Financial Services where they managed approximately $450 million in client assets. Operating as Hull Penza Wealth Advisors of Raymond James in Dublin, Ohio, Hull and Penza provide personalized financial planning and wealth management guidance to clients, including business owners, families and individuals, retirees and pre-retirees. They are joined by Client Service Associate Jennifer Hill.
“Raymond James shares our client-first approach and gives us the scale, technology and back-office support to help guide families and business owners through important financial decisions,” said Hull. “We were drawn to a culture that prioritizes people and allows our team to focus on delivering thoughtful, planning-first guidance as the needs of clients evolve.”
Hull, senior vice president of wealth management, began his financial services career in 1995 and joins RJA after 12 years at his previous firm. His professional experience is backed by a bachelor’s degree in business administration from Baldwin Wallace University as well as the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® professional designations.
Penza, vice president of investments, began her financial services career in 2007 and joins RJA after building experience across client service, operations and wealth management. She holds a Bachelor of Science in human ecology from The Ohio State University and the CERTIFIED FINANCIAL PLANNER® certification.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.87 trillion as of April 30, 2026. Additional information is available at raymondjames.com.
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.