Jason Inglis brings over 25 years of proven leadership in the financial advisory arena to his role as Chief Development Officer at Trilogy. A charismatic, results-driven leader, he drives growth by spearheading new advisory firm acquisitions and leveraging his expertise in strategic planning, sales leadership, and business development to empower advisors.
Before joining Trilogy, Jason made significant contributions in several senior leadership roles. As Chief Revenue Officer at Sowell Management, he developed and implemented comprehensive revenue growth plans focused on new advisor acquisition, expanding TAMP offerings, enhancing M&A capabilities, and driving the evolution of the Sowell brand and advisory platform. Prior to that, he served as President of Integrated Advisors Network and held various senior executive positions at renowned firms, including ReDefine Capital Partners, Angel Oak Capital Partners, Deutsche Bank (DWS), Envestnet, and BNY Mellon (Lockwood).
Throughout his career, Jason has built high-performing teams, implemented innovative strategies, and forged robust industry relationships. His specialties include corporate leadership, business restructuring, brand development, and complex investment product expertise—making his extensive background a benchmark for excellence in financial services.
We believe that real Life Planning is progress, not perfection.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
