Hausman Advisors, LLC
About this Advisor
Jason Smith is a certified financial planner operating in Hood River, Oregon, who has 13 years of professional experience. Smith is currently employed by Hausman Advisors, LLC. They have worked at Hausman Advisors, Llc for their entire career. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oregon, Texas and Washington. Hausman Advisors, LLC is a registered investment company headquartered in Hood River, Oregon. The company has just two employees. It handles $130 million in assets among its 461 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 461 client accounts, 46% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services are offered. Fee types billed by Hausman Advisors, LLC likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Hausman Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Smith Work History
Jason has 13 years of experience.
Hausman Advisors, LLC
Jason Smith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Hausman Advisors, LLC
Hood River, OR
Hood River, OR
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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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.