Jason Lind is a CFA-designated registered investment advisor at Touchstone Advisors INC, based in Lafayette, CA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason provides business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLC
Touchstone Securities, LLCBroker
Previous Registrations
Lazard Asset Management Securities LLCBroker
Victory Capital Services, INC.Broker
Rs Funds Distributor LLCBroker
Guardian Investor Services LLCBroker
Planco Financial Services, LLCBroker
Piper Jaffray & CO.Broker
State Registrations51 states
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