Jason
Smith
Prosperity Capital Advisors
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About this Advisor
Jason Smith is a financial advisor based in Avon, Ohio, working with Prosperity Capital Advisors. Jason has previously held positions at Jl Smith Group (D.B.A. For Advisory Business), C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, C2P Enterprises, LLC, Valor Capital Management, LLC, C2P Advisory Group, LLC, and Clarity 2 Prosperity, LLC. Jason has passed the Series 65 regulatory exam and is registered to provide services in Florida and Ohio. Currently, Jason is part of Prosperity Capital Advisors, which operates out of Avon, Ohio. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jason Smith Work History
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
C2P Enterprises, LLC
C2P Advisory Group, LLC
Clarity 2 Prosperity, LLC
Jl Smith Group (D.B.A. For Advisory Business)
Valor Capital Management, LLC
Disclosures
Please visit the SEC profile of Jason Smith 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 Prosperity Capital Advisors
South Easton, MA
Westlake, OH
Westlake, OH
Arden, NC
Edwardsville, IL
Arden, NC
Westlake, OH
Westlake, OH
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