Jason Lind
Investment adviser representative at Touchstone Advisors Inc
8 yearsExperience
1 stateRegistered in
CFADesignation
$31.1BFirm assets
Are you Jason Lind? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Touchstone Advisors IncAug 2024 to now
- Touchstone SecuritiesMay 2024 to now
- UnemployedJan 2024 to May 2024
- Lazard Asset Management Securities LLCMay 2021 to Jan 2024
- Victory Capital ServicesAug 2016 to May 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (OH).
Touchstone Advisors Inc
$31.1BAssets managed
40Clients
78Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2576607
- Firm CRD
- 107028