Jason Koptish is a founding partner of Mainsail Wealth Advisors, LLC. and a CERTIFIED FINANCIAL PLANNER ™ Professional. Jason has met the rigorous experience and ethical requirements of the CFP® board and has successfully completed the required comprehensive coursework and the CFP® certification exam. Additionally, Jason holds an Accredited Asset Management Specialist designation. As an AAMS designee, he has expertise in the areas of asset management and investment planning which he utilizes as the teams’ lead portfolio manager. Jason serves as the Senior Investment Strategist and leads the Mainsail Investment Committee. In this role, he in instrumental in shaping the direction of investment decisions and strategies used by advisors in the firm.

In his role as an advisor, Jason works with retirees, pre-retirees, and business owners providing comprehensive, full service, financial planning and investment management services to affluent clients.

Jason began his career in finance in 2005, joining AG Edwards & Sons as a financial advisor and later joining the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2007 before establishing Mainsail Wealth Advisors in 2013. Prior to his career in finance, Mr. Koptish served as the Director of the Middle Peninsula Business Development Partnership and President of Vanguard Web Studios LLC.

Jason is a devoted father to his two teenaged children, Noah and Parker. In his free time, Jason enjoys traveling, playing both golf and soccer, and regularly competes in triathlons.

Education & Accolades
• James Madison University, BBA
• CERTIFIED FINANCIAL PLANNER ™ professional ¹
• Accredited Asset Management Specialist, AAMS ™
• Series 7, 66
• Life & Annuity Insurance License
• In 2022 & 2023 Jason was named to the Forbes list of Best in State Wealth Advisors ²
• In 2021, 2022, and 2023 Jason was named a member of the Leaders Council for independent advisors affiliated with Raymond James. ³
• 2023 AdvisorHub 200 Fast Growing Advisors to Watch ⁴

Previous Experience
• Wells Fargo Advisors/AG Edwards - 8 years
• Director, Middle Peninsula Business Development Partnership
• Owner, Vanguard Web Studios, LLC

Community Involvement
• Member - Financial Planning Association of Central Virginia
• Former Director, New Kent Chamber of Commerce Board
• Charter member of the A Taste of New Kent Wine Festival Committee
• Middle Peninsula Golf Association Co-Founder

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 The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an 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 Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 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.

⁴ The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. 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 1,246 total nominations received, 200 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.