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Jason Monroe Smith

No Current Employment Listed

Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Hdvest Investment Services 1 month May 2010 - Jun 2010
J Tiger Consulting Inc 19 years Jan 2001 - Present
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Jason Monroe Smith?
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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

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Answers

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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

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Fees

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