Trilogy Financial
Jason Inglis is an experienced executive in the financial services industry, currently serving as Chief Development Officer at Trilogy Financial since February 2025. Prior to this role, Jason held various leadership positions, including Chief Revenue Officer at Sowell Management from 2022 to 2025, President at Integrated Advisors Network from 2020 to 2022, and Managing Partner at ReDefine Capital Partners from 2016 to 2020. Jason also served as Managing Director at Angel Oak Capital Advisors, LLC from 2013 to 2016, Senior Regional Vice President at Deutsche Bank from 2006 to 2013, Managing Director and Senior Vice President at Envestnet, Inc between 2003 and 2006, and Regional Director, Separate Account Specialist at BNY Mellon from 2001 to 2003. Jason began a career in finance as Director of Sales & Marketing at WCM Global Wealth, LLC from 1998 to 2001. Jason holds a degree from The University of Georgia, with earlier education at Riverwood International Charter School and Darlington School.
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Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.