Back to top
Is this you?Claim this profile

Jason Monroe Smith

No Current Employment Listed

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hdvest Investment Services 1 month May 2010 - Jun 2010
J Tiger Consulting Inc 18 years, 11 months Jan 2001 - Present
Are You
Jason Monroe Smith?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jason Smith

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Jun 8, 2011
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Nov 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

There are no assets to display at this time.

Fees

There is no compensation data available to display at this time
Other Advisors in Your Area
  • Peter Joseph Dellagrotte
    Wealth Management Advisers, LLC
    Westport, CT
    View Profile
  • Carl August Friedrich
    Woodbury, NY
    View Profile
  • Charles Joseph Massimo
    Cjm Fiscal Management, Inc.
    Deer Park, NY
    View Profile
  • Patricia Rosaleen Vitale
    Total Financial Advisors, LLC
    Bethpage, NY
    View Profile
  • Theodore Robert Fisher
    J.P. Morgan Securities LLC
    Los Angeles, CA
    View Profile
  • Darrin Michael Bradley
    Securian Financial Services, Inc.
    Neptune, NJ
    View Profile