Jason Ainsworth, CMFC®

Regional Vice President at Equity Advisor Solutions, LLC.
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Matthew Barhorst

Jason has strong analytical skills and is detail oriented. Additionally, he has strong relationship building skills and works well within a team environment.

Darci Toumberlin

Jason is a consummate professional that became a key resource to both financial advisors and his colleagues at LPL Financial. He has a thorough understanding of the investment business and understands the unique needs of financial advisors. He is analytical yet personable and excels at communicating with advisors and clients.

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Credentials

  • Chartered Mutual Fund Counselor
    -
  • Series 63
    FINRA
  • Series 65
    NASAA
  • Series 7
    FINRA

Experience

  • Equity Advisor Solutions, LLC.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Vice President
      • Feb 2022 - Present
  • Altruist
    • United States
    • Health, Wellness & Fitness
    • Client Advocate
      • Feb 2021 - Jan 2022
  • Dedicated Distribution Partners, LLC
    • Regional Marketing Director
      • Dec 2018 - May 2020

      Distribution for Reliance Standard Annuities to LPL FPs Distribution for Reliance Standard Annuities to LPL FPs

  • Flexible Plan Investments, Ltd.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • External Wholesaler
      • Nov 2015 - Apr 2016
  • Meeder Investment Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Internal Sales Consultant
      • Jun 2015 - Nov 2015
  • Tuttle Wealth Management
    • Financial Services
    • 1 - 100 Employee
    • Investment Adviser Representative
      • Aug 2012 - Jun 2013
  • LPL Financial
    • Financial Services
    • Practice Management Consultant
      • Sep 2007 - Sep 2010

      Consultant to Financial Advisors on LPL's Advisory Platforms General Relationship Management for multiple practices Led Seminars and Training sessions for Advisors; partnered with marketing on developing sales materials Assisted Advisors on Project Management, proposals and general Practice Management Consultant to Financial Advisors on LPL's Advisory Platforms General Relationship Management for multiple practices Led Seminars and Training sessions for Advisors; partnered with marketing on developing sales materials Assisted Advisors on Project Management, proposals and general Practice Management

  • The Mutual Fund Store
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor
      • Jul 2006 - Sep 2007

      Assisted clients with proper allocations with respect to their investments Fee-based investment advisor, providing portfolio monitoring and rebalancing Relationship development to maximize AUM through new assets and referrals Assisted clients with proper allocations with respect to their investments Fee-based investment advisor, providing portfolio monitoring and rebalancing Relationship development to maximize AUM through new assets and referrals

  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Branch Manager
      • Oct 2001 - Jul 2006

      Responsible for all aspects of Branch Operations. OSJ for one of over 200 branches; responsible for Broker/Branch Compliance Strong focus on business development and superior customer service Management and extensive coaching/mentoring of branch personnel Responsible for all aspects of Branch Operations. OSJ for one of over 200 branches; responsible for Broker/Branch Compliance Strong focus on business development and superior customer service Management and extensive coaching/mentoring of branch personnel

Education

  • Bowling Green State University
    Bachelor of Arts, Liberal Studies; Communications, English and Sociology
    1990 - 1994
  • College for Financial Planning

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