Jason Smith (CRD# 3180180) is an Investment Advisor Representative working at Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Four Quadrant Wealth Advisors | Indianapolis, IN | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- IN
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts453ACCOUNTS
-
Average Account Value$297,849
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IN, LA, MI, NE, TX
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