JASON KOPTISH OF MAINSAIL WEALTH ADVISORS NAMED TO ADVISORHUB’S LIST OF 200 FAST GROWING ADVISORS TO WATCH

06/29/2023

Richmond, VA – Jason Koptish, CFP®, AAMS™, Financial Advisor, of Mainsail Wealth Advisors located at 4510 Cox Road Suite 103, was among the Raymond James-affiliated advisors named to the AdvisorHub list of 200 Fast Growing Advisors to Watch. The list, which recognizes advisors from national, regional and independent firms, was released online June 20, 2023.

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 and character. The rankings weigh the scores in quality and growth more heavily than other areas. The time period upon which the rating is based is from January 1, 2021, to December 31, 2022, and was released on June 20, 2023.

Advisors considered have a minimum of seven years’ experience, a clean regulatory record with two or fewer complaints and no significant judgments, 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.

Mr. Koptish, who is a founding partner of Mainsail Wealth Advisors, has more than 15 years of experience in the financial services industry. In his role as an advisor, he works with retirees, pre-retirees, and business owners providing comprehensive, full service financial planning and investment management services to affluent clients.

To reach Koptish or the advisors at Mainsail Wealth Advisors, more information can be found at www.mainsailwealthadvisors.com or by calling 804-693-5500.

About AdvisorHub 200 Fast Growing Advisors to Watch
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 and character. The rankings weigh the scores in quality and growth more heavily than other areas. The 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 two or fewer complaints and no significant judgments, 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 an individual client’s 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.