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Jason Lind

Touchstone Advisors Inc.

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About Jason Lind

Jason Lind is a financial advisor with Touchstone Advisors Inc. based in Lafayette, CA. Jason has been in the financial services industry since 1998. Prior to joining Touchstone Advisors Inc., Jason worked for Lazard Asset Management Securities LLC, Victory Capital Services, Inc., RS Funds Distributor LLC, Guardian Investor Services LLC, Planco Financial Services, LLC and Piper Jaffray & Co.. Jason holds the Series 7, 26, 31, 63 and 87 licenses and is a Chartered Financial Analyst.

Firm Information

Jason Lind is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lind’s Registration & Firm History

CA

08/16/2024 - Present

Touchstone Advisors Inc. (LAFAYETTE CA)

NY

06/04/2021 - 02/14/2024

LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)

CA

08/03/2016 - 05/20/2021

VICTORY CAPITAL SERVICES, INC. (San Francisco CA)

PA

06/02/2014 - 08/08/2016

RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)

PA

01/14/2009 - 06/02/2014

GUARDIAN INVESTOR SERVICES LLC (VILLANOVA PA)

PA

09/06/2007 - 01/12/2009

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

MN

10/08/1996 - 08/24/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/29/2021

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lind.
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