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JA

Jason P. Ainsworth

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CRD#: 2816096
JA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Patrick Ainsworth, who also goes by Jason P Ainsworth, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 23 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason P Ainsworth

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 17, 2022 - November 25, 2024

ETC BROKERAGE SERVICES, LLC

BD
CRD#: 145276
DALLAS, TX
Past

March 3, 2021 - January 21, 2022

ALTRUIST FINANCIAL LLC

BD
CRD#: 299274
DALLAS, TX
Past

August 14, 2020 - February 12, 2021

TOBIN & COMPANY SECURITIES LLC

BD
CRD#: 137918
CHARLOTTE, NC
Past

January 17, 2020 - May 27, 2020

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
HARTFORD, CT
Past

November 8, 2017 - July 16, 2018

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

November 7, 2017 - July 16, 2018

LINCOLN INVESTMENT

RIA
CRD#: 519
Wapakoneta, OH
Past

November 7, 2017 - October 11, 2018

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
Wapakoneta, OH
Past

November 6, 2017 - November 6, 2017

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
WAPAKONETA, OH
Past

June 30, 2015 - November 9, 2015

MEEDER ASSET MANAGEMENT, INC.

RIA
CRD#: 105794
DUBLIN, OH
Past

June 30, 2015 - November 9, 2015

MEEDER ADVISORY SERVICES, INC.

RIA
CRD#: 106814
DUBLIN, OH
Past

June 19, 2015 - November 9, 2015

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

March 27, 2015 - May 21, 2015

CONCORDIUS CAPITAL ADVISORS

RIA
CRD#: 142852
WAPAKONETA, OH
Past

July 1, 2013 - November 13, 2014

INDEX STRATEGY ADVISORS INC.

RIA
CRD#: 154967
LOS ANGELES, CA
Past

September 5, 2012 - June 20, 2013

TUTTLE WEALTH MANAGEMENT, LLC

RIA
CRD#: 123767
WAPAKONETA, OH
Past

January 26, 2012 - July 30, 2012

VERITAT ADVISORS

RIA
CRD#: 147947
BOSTON, MA
Past

June 10, 2011 - November 28, 2011

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
LAS VEGAS, NV
Past

October 6, 2010 - January 28, 2011

TRIAD ADVISORS LLC

BD
CRD#: 25803
HEATHROW, FL
Past

September 23, 2010 - January 27, 2011

JACKSON WEALTH MANAGEMENT, LLC

RIA
CRD#: 147642
FORT MILL, SC
Past

October 29, 2007 - August 20, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

August 1, 2006 - September 12, 2007

THE MUTUAL FUND STORE

RIA
CRD#: 130154
BLUE ASH, OH
Past

October 3, 2001 - June 22, 2006

SCOTTRADE, INC.

BD
CRD#: 8206
CINCINNATI, OH
Past

April 8, 1999 - September 7, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

February 5, 1998 - March 1, 1999

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

November 15, 1996 - March 3, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/26/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/25/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EB
ETC BROKERAGE SERVICES, LLC
COLLECTIVE FINANCIAL SERVICES, LLC | ETC BROKERAGE SERVICES, LLC

CRD#: 145276 / SEC#: , 8-67719

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5430 Lbj Freeway Suite 320, Dallas, TX 75240
Mailing Address
1 Equity Way, Westlake, OH 44145
Phone number
(877) 403-0369
Established
Connecticut since 05/23/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DESICH, JEFFREY ALANVICE PRESIDENT2771522
DESICH, RICHARD ANTHONY JRVICE PRESIDENT2634014
AMACHER, CATHERINE COMBSCEO3168184
KOSINSKI, THOMAS JAMESFINOP6712417
MOORE, JONATHAN KIELPRESIDENT, COO2312492
STRICKLAND, JASON LEECHIEF COMPLIANCE OFFICER5013990
TRUKSHANIN, MIKHAILCFO, PFO7436256

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ETC BROKERAGE SERVICES, LLC

CRD#: 145276

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