Jason Smitka (CRD# 3079456) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Financial & Tax Architects, Inc. | St Louis, MO | Feb 2022 - Current | 2 |
Scout Financial Group, LLC | Overland Park, KS | Aug 2015 - Current | 8 |
Smitka & Associates, LLC | Shawnee, KS | Mar 2011 - Current | 13 |
Scout Wealth Management, LLC | Shawnee, KS | Jun 2018 - Feb 2022 | 3 |
Ae Wealth Management, LLC | Topeka, KS | Jan 2017 - Jun 2018 | 1 |
Client One Securities LLC | Shawnee, KS | Feb 2014 - Dec 2016 | 2 |
Client One Securities, LLC | Overland Park, KS | Jan 2014 - Dec 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
S63 | Uniform Securities State Law Examination | Jan 2014 |
- KS
- MO
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts3,775ACCOUNTS
-
Average Account Value$100,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA
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