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Jason James Smitka

Financial & TAX Architects, LLC

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About Jason James Smitka

Jason James Smitka is a financial advisor registered with Financial & TAX Architects, LLC. Jason has been in the industry since 2000 and holds Series 6, Series 63, Series 65, and SIE licenses. Jason specializes in providing financial planning, portfolio management, and educational seminars. Jason is committed to helping individuals and families achieve their financial goals.

Firm Information

Jason Smitka is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Smitka’s Registration & Firm History

KS

02/14/2022 - Present

Financial & TAX Architects, LLC (Overland Park KS)

KS

02/01/2014 - 12/31/2016

CLIENT ONE SECURITIES LLC (Shawnee KS)

MO

12/22/2000 - 02/12/2002

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

AZ

07/23/1998 - 08/12/1998

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 01/25/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason James Smitka.
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