Jason Smitka, financial advisor Shawnee KS
89 score

Jason Smitka

CRD Number: 3079456
Current Firm: Client One Securities LLC

Jason Smitka (CRD# 3079456) is an Investment Advisor Representative working at Client One Securities LLC in Shawnee, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Client One Securites, LLC Overland Park, KS Jan 2014 - Current 2
Smitka & Associates, LLC Overland Park, KS Mar 2011 - Current 5
Creative Marketing Leawood, KS Jun 2007 - Mar 2011 3
Planchoice, Inc. Kansas City, KS Oct 2006 - Jun 2007 < 1
Kansas City Life Insurance Company Kansas City, MO Apr 2002 - Oct 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Jason J. Smitka
Phone Number: 913-814-6097
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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