Jason Ainsworth named Cleveland, OH Regional Vice-President for Index Strategy Advisors, Inc.

By | June 13th, 2013 01:06 PM EST | posted in ISA Careers, Press Releases

CLEVELAND, OH (June 13, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Jason Ainsworth as Regional Vice-President in Cleveland, OH.

Jason Ainsworth joined Index Strategy Advisors today as Regional Vice-President in Cleveland, OH. He holds FINRA Series 7, 9, 10, 24, 63, and 65 securities licenses, and has more than 14 years of experience in the financial services industry. He holds a Bachelor of Arts in Liberal Studies from Bowling Green State University.

Jason Ainsworth joined Index Strategy Advisors today as Regional Vice-President in Cleveland, OH. He holds FINRA Series 7, 9, 10, 24, 63, and 65 securities licenses, and has more than 14 years of experience in the financial services industry. He holds a Bachelor of Arts in Liberal Studies from Bowling Green State University.

Prior to joining ISA, Mr. Ainsworth was a lead adviser at Tuttle Wealth Management, an SEC Registered Investment Advisor managing assets for institutions and moderate to high net worth individuals, headquartered in Stamford, CT.

Prior to Tuttle, Mr. Ainsworth was an Advisory Consultant with LPL financial where he managed a territory of 100+ Advisors and achieved average production of 140% to goal over 10 quarters.  While at LPL, Mr. Ainsworth also served as the advisory team liaison for partnering with marketing, project management, and training groups within the company.

Prior to his role with LPL, Mr. Ainsworth  was a Branch Manager for Scottrade Financial in Cincinnati, OH for 5 years. Earlier in his career Mr. Ainsworth was an investment specialist for TD Waterhouse, and a Registered Representative with Fidelity Brokerage Services, Inc.

Mr. Ainsworth will spearhead ISA’s  market introduction to the Midwest region of the U.S. by establishing the firm’s client development, advisor recruiting, and advisor training efforts in the Cleveland Metropolitan market.

“Jason’s got a staggering opportunity to be the first leader on the ground for ISA in the Midwest.” said James McDonald, ISA CEO and Chief Investment Officer. “As his extensive experience in our industry indicates… He ‘get’s it'”.  McDonald continued,  “There are trillions of dollars shifting from mutual funds to ETFs and Jason is in a position to lead the advisors who will effectuate a meaningful share of that shift”.

Having served in numerous roles, including client advisor, portfolio manager, and investment specialist, Mr. Ainsworth brings 14 years of progressive experience into a role where he’ll be at the center of growth for ISA in a most critical region of the U.S.  ISA plans to hire 25-30 additional Investment Advisor Representatives in the Cleveland, OH market, all of whom will report to Ainsworth.

“Jason has immense talent and the energy to match the size of his opportunity there as the first RVP in the Midwest,” said Wes Sims, ISA President of U.S. Advisory Services. “He will build a team that Ohioans will be able to count on for advice relating to growing and protecting their portfolios as the economic climate begins to shift away from the bull market we’ve witnessed recently”.

“I’m eager to help build ISA, and am looking forward to serving the investment needs of Ohioans in better ways than they’ve experienced in the past.” says Ainsworth. “I’m also looking forward to building a team, training and coaching our incoming Investment Advisor Representatives as we set forth the process of establishing ISA as a market leader here in Cleveland”.

ABOUT INDEX STRATEGY ADVISORS, INC.

Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in Ohio, and nationwide can be found at www.isacareers.com

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