Jason Smith, financial advisor Duluth GA

Jason Smith

CRD Number: 5833291
Current Firm: Primerica Advisors

Jason Smith (CRD# 5833291) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Duluth, GA Oct 2018 - Current 2
Peachtree Planning Sandy Springs, GA Aug 2018 - Oct 2018 < 1
Unemployed Alpharetta, GA Apr 2018 - Aug 2018 < 1
E*trade Clearing LLC Alpharetta, GA Sep 2012 - Apr 2018 5
E*trade Securities LLC Alpharetta, GA Aug 2010 - Apr 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Jason Smith
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,076
    MILLIONS
  • Total Number of Accounts
    34,469
    ACCOUNTS
  • Average Account Value
    $118,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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