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Jason James Smitka

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

13200 Metcalf Ave. Suite 105, Overland Park, KS, 66213

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is a managing member at Scout Financial Group, holding real estate, and an owner/insurance agent at Smitka & Associates, LLC, dedicating full-time hours to fixed insurance sales. He also works as a consultant for AdvisorMax, LLC, a field marketing organization, dedicating about a quarter of his time.

Employment History
Current Registrations
Financial & Tax Architects, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Scout Wealth Management, LLC
August 2018 - February 2022 · 3 yrs 6 mos
Ae Wealth Management, LLC
January 2017 - June 2018 · 1 yr 5 mos
Client One Securities LLCBroker
February 2014 - December 2016 · 2 yrs 10 mos
Client One Securities LLC
January 2014 - December 2016 · 2 yrs 11 mos
Sunset Financial Services, INC.Broker
December 2000 - February 2002 · 1 yr 2 mos
Simmers Capital Management CorporationBroker
July 1998 - August 1998 · 1 mo
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.