Jason Lind

Current Employers

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-08-16

OH RA
APPROVED

Since 2024-08-16

Branch Locations

Lafayette, CA • United States

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Victory Capital Services	San Francisco	CA	08/2016	05/2021
Unemployed	Lafayette	CA	01/2024	05/2024
Lazard Asset Management Securities Llc	New York	NY	05/2021	01/2024
Touchstone Securities	Cincinnati	OH	05/2024	Present

08/2016 → 05/2021

Victory Capital Services

San Francisco, CA
01/2024 → 05/2024

Unemployed

Lafayette, CA
05/2021 → 01/2024

Lazard Asset Management Securities Llc

New York, NY
05/2024 → Present

Touchstone Securities

Cincinnati, OH

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-02-26

S63 Uniform Securities Agent State Law Examination

1997-02-26

Designations

Other Names

Jason William Lind

View on SEC IAPD