Jason SmithCRD Number: 6151353
Current Firm: Woodbury Financial Services, Inc.
Jason Smith (CRD# 6151353) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in East Peoria, IL and has over 4 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Woodbury Financial Services, Inc.||East Peoria, IL||May 2013 - Current||4|
|Legacy Investment Services, Inc.||East Peoria, IL||Nov 2012 - Current||4|
|Thinheat Solutions, LLC||East Peoria, IL||Nov 2012 - Current||4|
|Northern Tazewell Fire Department||Washington, IL||Apr 2012 - Nov 2012||< 1|
|Germantown Hills Fire Protection District||Germantown Hills, IL||Jun 2008 - Nov 2012||4|
|Osf Peoria Area Emergency Medical Services||Peoria, IL||Apr 2011 - Mar 2012||< 1|
|University Of Illinois / Illinois Central College||Urbana, IL||Aug 2006 - Dec 2010||4|
|University Of Illinois At Urbana-champaign||Urbana, IL||Aug 2008 - May 2010||1|
|Bsa Camp Robert Drake||Fairmount, IL||Jun 2009 - Aug 2009||< 1|
|Town Of Normal Parks And Recreation||Normal, IL||May 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV