Jason Koptish, Managing Partner of Mainsail Wealth Advisors, was recently named to the Forbes Best-in-State-Wealth Advisors list for 2022. The list, which is developed by SHOOK Research, identifies and recognizes top advisors from around the country.
"I am truly honored to be included in this list of incredibly talented advisors for 2022" said Jason. "It is such a blessing to follow my passion every day and to be luckily enough to serve our family of clients as they pursue their goals. None of this would be possible without the incredible team of smart, talented, and dedicated people at Mainsail Wealth Advisors." "
To view the full list of advisors click here.
About Forbes ranking of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. 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 visit https://www.forbes.com/best-in-state-wealth-advisors for more info.