Jason
Smith
Buckingham Strategic Wealth, LLC
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About this Advisor
Jason Smith is a financial advisor based in Hood River, Oregon, working with Buckingham Strategic Wealth, LLC. Jason has previously held positions at Hausman Advisors, LLC and Buckingham Strategic Wealth, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Jason is part of Buckingham Strategic Wealth, LLC, which operates out of Hood River, Oregon. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 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, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Smith Work History
Buckingham Strategic Wealth, LLC
Hausman Advisors, 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 Buckingham Strategic Wealth, LLC
Ridgeland, MS
Irvine, CA
Saint Louis, MO
Kansas City, MO
Saint Louis, MO
Charlotte, NC
Portland, OR
Saint Louis, MO
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