Jason Matthew Koptish

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Raymond James Financial Services, Inc.
  Glen Allen, VA
• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Glen Allen, VA

Previous Registrations

• 2008-01-01 → 2013-09-30
  Wells Fargo Clearing Services, Llc
  Gloucester, VA
• 2005-09-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Gloucester, VA
  St. Louis, MO
  Gloucester, VA

Other Businesses

(1)Name of Business: Mainsail Wealth Advisors, LLC Address: 4510 Cox Rd Ste 103, Glen Allen, VA, 23060, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/27/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company (2)Name of Business: SSJJ Properties LLC Address: 12912 Holmbank Lane, Henrico, VA, 23233, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/16/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-Owner of property

Exams

• S66 Uniform Combined State Law Examination
  2005-09-16

Designations

• Certified Financial Planner