Jason
Smith

Hausman Advisors, LLC

CRD#4928674
Investment Advisor
in Hood River, OR

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

202 Oak Street Suite 600
Hood River, OR 97031

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Hausman Advisors, LLC Brokerage Details

Total Assets Under Management

$129,795,932

OR Average: $1,120,203,312
Total Number of Employees

2

OR Average: 50
Total Number of Accounts

461

OR Average: 1,309
Average Account Size

$281,553

OR Average: $855,770

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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.

2009 - Present (13 years)

Hausman Advisors, LLC

Disclosures

Jason Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hausman Advisors, LLC

Karen Smith
Hood River, OR
Jason Smith
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 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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