Jason L Smith is a successful financial planner, speaker, author, coach and entrepreneur. Following in his father’s footsteps as a second-generation advisor, he founded his financial services practice The JL Smith Group in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes and estate planning into one comprehensive, coordinated plan. After a health scare at the age of 29, Jason made a commitment to transition his personal financial planning firm into a process-driven company so it could continue with or without him. Today, his financial planning practice is self-managing, allowing him to provide focused financial planning services to his clients.
With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as a highly accomplished advisor to train other advisors through live training events, monthly coaching calls and study groups. To better fulfill this mission, in 2011 he founded Clarity 2 Prosperity Mastermind Group, a professional network of leading financial advisors nationwide, and Prosperity Capital Advisors, an SEC registered investment advisory firm.
Jason regularly speaks at exclusive industry events and has made speaking appearances at Ed Slott’s Elite IRA Advisor Group℠ workshops, Forum 400 and as a main platform speaker at MDRT’s Top of the Table annual meeting. He was recognized in 2015 as an Emerging Leader and Legend at Forum 400, a leading industry organization; was named as one of Investment News Top 40 Under 40 Industry Standouts in June and was honored with his picture on the cover of the publication; and as a nominee for Best Rising Star by National Underwriter Life & Health magazine. He consistently serves as a national media resource and has authored several advisor-facing books, including The Hiring Advantage and Clarity 2 Prosperity: An Advisors Guide to Charging Planning Fees. In 2016, Jason will be featured on public television for his leadership in moving the industry towards providing fully holistic services for the benefit of all clients.
Jason is an Investment Advisor Representative, a Certified Estate Planner (CEP) and holds his Certification for Long-Term Care Planning (CLTC). He is a member of Ed Slott’s Elite IRA Advisor Group, an exclusive and influential organization of financial professionals who are committed to the study and mastery of IRA planning. As a member, Jason has participated in numerous training workshops on individual retirement accounts and has been mentored by nationally acclaimed IRA expert, Ed Slott, CPA.
Jason enjoys spending time with his wife, Holly, daughter, Jordan, and twins, Wyatt and Berkley, born in 2015. Committed to helping others, he volunteers for philanthropic endeavors and with a number of charitable organizations. This has included taking international service projects to help impoverished communities abroad and leading a national campaign with Soles4Souls collecting 25,000 pairs of shoes in 2015 to distribute to those in need. In his spare time, he enjoys cooking and outdoor activities such as hiking, kayaking, mountain climbing, and snowmobiling.
Featured on Real Wealth®
Legacy Planning for a Surviving Spouse
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Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…Listen
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