Jason Koptish (CRD# 4996543) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glen Allen, VA and has over 18 years of experience in the finance industry. Jason Koptish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Glen Allen, VA | Sep 2013 - Current | 10 |
| Mainsail Wealth Advisors LLC | Glen Allen, VA | Sep 2013 - Current | 10 |
| Raymond James Financial Services Advisors Inc. | Glen Allen, VA | Sep 2013 - Current | 10 |
| Ssjj Properties LLC | Gloucester, VA | Aug 2013 - Current | 10 |
| Vanguard Web Studios, LLC | Henrico, VA | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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