Jason Inglis

Originally from Atlanta, Jason began his career in San Francisco in the 1990s at a startup hybrid RIA launched by breakaway brokers. His role’s focus was sales and marketing, and his love of financial advisors began.

Through the years, Jason has developed a true passion for consulting with advisors, having worked with and served the financial advisor community through various senior executive roles of increasing responsibilities, including Integrated Advisors Network, Angel Oak Capital Partners, Deutsche Bank (DWS), Envestnet and BNY Mellon (Lockwood).

A charismatic and results-driven leader, Jason has gained extensive experience in strategic planning and execution, sales leadership, business development and establishing strategic partnerships. As Chief Revenue Officer, Jason is responsible for developing and implementing Sowell’s strategic revenue growth plans with an emphasis on leading new client acquisition efforts, overseeing our organic recruiting and growing our flex platform, Sowell’s TAMP offering and Cache River M&A strategy, and the overall evolution of the Sowell brand and platform.

Jason and his family live in Denver, CO. where he loves exploring the natural beauty around him. When not working, he enjoys fly-fishing and spending every second he can with his wife Gwyn and their sons Sawyer and Truman.