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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 Michael Smith is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Jason Smith is a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and state and municipal government entities. Jason Michael Smith has been in the financial services industry since 1995. He previously worked at LOCKTON INVESTMENT SECURITIES, LLC and CETERA ADVISORS LLC. Jason Smith holds Series 7, 63, and SIE licenses and is also a Series 26 principal.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
12/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
NE
01/31/2018 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Omaha NE)
NE
06/22/2006 - 02/07/2018
CETERA ADVISORS LLC (OMAHA NE)
AZ
06/13/2001 - 06/23/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/10/1998 - 06/06/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
AZ
06/28/1996 - 01/28/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
06/30/1995 - 06/07/1996
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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