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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Smith is a financial advisor with Cambridge Investment Research Advisors, Inc. in SAN DIEGO, CA. Jason has been working in the financial services industry since 2001 and has a strong background in investment management and financial planning. Jason has a wide range of experience working with individuals, families, and businesses to develop customized financial plans and investment strategies. Jason also has experience with providing retirement planning and estate planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
CA
04/26/2022 - Present
Cambridge Investment Research Advisors, Inc. (SAN DIEGO CA)
CA
04/21/2008 - 08/14/2014
FINANCIAL TELESIS INC (SAN DIEGO CA)
CA
05/15/2007 - 04/18/2008
CAPITAL ANALYSTS, INCORPORATED (SAN DIEGO CA)
MI
01/02/2003 - 04/24/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKEMOS MI)
NY
07/18/2001 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
MN
05/15/2001 - 07/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/15/2001 - 07/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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