Jason Smith, financial advisor Coral Springs FL
73 score

Jason Smith

CRD Number: 6105398
Current Firm: Kanen Wealth Management LLC

Jason Smith (CRD# 6105398) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 5 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Kanen Wealth Management Coral Springs, FL Feb 2018 - Current < 1
Patent & Trademark Office Miami, FL Nov 2007 - Current 10
Kanen Wealth Management Coral Springs, FL Oct 2016 - Feb 2018 1
Valic Financial Advisors, Inc. Miami Lakes, FL Jun 2013 - Feb 2017 3
Edward Jones St Louis, MO Aug 2012 - Jan 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jason C. Smith
Phone Number: 631-863-3100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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