Jason
Smitka
Financial & Tax Architects, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Smitka is a financial advisor based in Overland Park, Kansas who has 1 year of relevant experience. Smitka is an advisor for Financial & Tax Architects, LLC. Smitka has gained experience at Client One Securities, LLC, Financial & Tax Architects, Inc, Client One Securities LLC, Scout Financial Group, LLC, Ae Wealth Management, LLC, Scout Wealth Management, LLC and Smitka & Associates, LLC. Smitka holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Financial & Tax Architects, LLC is a registered investment business that has its headquarters in Saint Louis, MO. The firm has offices in six locations and a total of 26 people on staff. It manages $317 million in assets under management between its 3,059 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 3,059 customer accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial management fee schedules largely vary depending on which service is offered. However, fees charged by Financial & Tax Architects, LLC most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Financial & Tax Architects, LLC Brokerage Details
$317,160,000
26
3,059
$103,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Jason Smitka Work History
Jason has been registered as a financial advisor for 1 years.*
Financial & Tax Architects, Inc
Scout Financial Group, LLC
Smitka & Associates, LLC
Scout Wealth Management, LLC
Ae Wealth Management, LLC
Client One Securities, LLC
Client One Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Smitka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial & Tax Architects, LLC
Saint Louis, MO
Saint Louis, MO
Upper Marlboro, MD
Saint Louis, MO
Overland Park, KS
Saint Louis, MO
Edina, MN
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
