Jason Smith, financial advisor Hood River OR

Jason Smith

CRD Number: 4928674
Current Firm: Hausman Advisors, LLC

Jason Smith (CRD# 4928674) is an Investment Advisor Representative working at Hausman Advisors, LLC in Hood River, OR and has over 17 years of experience in the finance industry. Jason Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hausman Advisors, LLC Portland, OR Jun 2009 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Jason A. Smith
Phone Number: 503-922-3010
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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