Jason Koptish
CFP ®, CWS ®
Managing Partner
Private Wealth Advisor, RJFS
Jason Koptish is a founder and Managing Partner at Mainsail Wealth Advisors, where he leads a multi-generational wealth management team dedicated to serving a select group of highly successful individuals and business owners. With over two decades of experience, he helps clients navigate complexity and use their wealth to support what matters most to them and their families.
He brings deep expertise and a personal approach to serving high-net-worth individuals, corporate executives, and successful multi-generational families. With over two decades of experience in wealth management, Jason has built a reputation for providing comprehensive, personalized wealth management strategies designed to navigate life's significant transitions and opportunities.
Jason holds both the prestigious Certified Wealth Strategist (CWS ®) designation and the CERTIFIED FINANCIAL PLANNER ™ Professional (CFP ®) certification, underscoring his commitment to delivering sophisticated planning solutions tailored specifically for affluent clients. These advanced credentials equip him with specialized knowledge in wealth transfer, business exit strategies, executive compensation and concentrated equity strategies, estate planning, and retirement strategies —critical areas for those looking to preserve, enhance, and transfer their wealth thoughtfully and effectively. His expertise has earned him recognition from leading industry publications such as Forbes, reflecting the trust and confidence placed in him by clients and peers alike.
As a member of the Mainsail Investment Committee, Jason helps guide the organization’s investment strategy alongside a team of experienced advisors. The committee brings together a range of perspectives and expertise to design and manage portfolios that reflect the diverse needs of Mainsail’s clients. This collaborative approach ensures thoughtful decision-making, robust discussion, and a shared commitment to delivering high-quality investment solutions across the practice.
Jason resides in Richmond with his wife, Portia, and his two children, Noah (18) and Parker (16). Outside of the office, the family enjoys an active lifestyle filled with sports, outdoor activities, and travel, often exploring new destinations together or spending quality time on their local adventures.
- James Madison University, BBA
- CERTIFIED FINANCIAL PLANNER ™ professional 1
- Certified Wealth Strategist, CWS ®
- Series 7, 66
- Life & Annuity Insurance License
- Jason has been named to the Forbes list of Best in State Wealth Advisors for four consecutive years - 2022-2025 2
- From 2020-2023 Jason has been a member of the Leaders Council for independent advisors affiliated with Raymond James. 3
- 2023 AdvisorHub 200 Fast Growing Advisors to Watch 4
- 2024 AdvisorHub 100 Next-Gen Advisors to Watch 5
- Member of the Raymond James NextGen Technology Advisory Council from 2022-2023
1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2 2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
3 Leaders Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
5 >The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.