Jason Koptish
Jason Koptish is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4510 Cox Road, Suite 103, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Jason is the owner of Mainsail Wealth Advisors, LLC, a support company. He is also a co-owner of SSJJ Properties LLC, a rental real estate business, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.