Jason Smith Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @ Berthel Fisher Companies
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Jason Smith Location
- Mesa, AZ, US
Jason Smith Work
- 2019 -now CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @
- 2011 -2019 CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @
Jason Smith Education
- University of Michigan
Bachelor of Arts (B.A.) (Economics)
1994 - Liberty University
Master of Divinity - MDiv
2010 - Indiana University Bloomington
Master of Science (M.S.) (Finance, General)
2016 - Fuller Theological Seminary
Master of Arts (M.A.) (Theology/Theological Studies)
2009 - Liberty University
Master of Arts - MA (Religion/Religious Studies)
2004
Jason Smith Skills
- Securities
- IRAs
- Investment Strategies
- Investments
- Variable Annuities
- Fixed Annuities
- Finance
- Asset Allocation
- Insurance
- Wealth Management
Jason Smith Summary
- Jason Smith, based in Mesa, AZ, US, is currently a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies. Jason Smith brings experience from previous roles at Voya Financial Advisors, Inc.. Jason Smith holds a Bachelor of Arts (B.A.) in Economics @ University of Michigan. With a robust skill set that includes Securities, IRAs, Investment Strategies, Investments, Variable Annuities and more. Jason Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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