Jason SmithCRD Number: 3123617
Current Firm: Securities America Advisors, Inc.
Jason Smith (CRD# 3123617) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Boy Scouts Of America||Omaha, NE||Dec 2011 - Current||5|
|Jason Smith - Insurance Sales||Omaha, NE||Jan 2008 - Current||9|
|Securities America Advisors, Inc.||Omaha, NE||Jan 2007 - Current||10|
|Securities America, Inc.||Omaha, NE||Sep 2006 - Current||10|
|Jason Smith||Omaha, NE||Jun 2006 - Current||10|
|Edward D. Jones & Company, LP||Omaha, NE||Aug 1998 - Sep 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV