Jason Smith Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @ Berthel Fisher Companies
Jason Smith Location
Mesa, AZ, US
Jason Smith Work
- 2019 - now CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @ Berthel Fisher Companies
- 2011 - 2019 CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL @ Voya Financial
Jason Smith Education
- University of Michigan
Bachelor of Arts (B.A.) (Economics)
- Indiana University Bloomington
Master of Science (M.S.) (Finance, General)
- Fuller Theological Seminary
Master of Arts (M.A.) (Theology/Theological Studies)
- Liberty University
Master of Arts - MA (Religion/Religious Studies)
- Liberty University
Master of Divinity - MDiv
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 1 mobile phone numbers on RocketReach.
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Top Berthel Fisher Companies Employees
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Rick Murphy
President at Berthel Fisher Companies
Marion, IA, US15+ -
23
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14 -
Shelley Davenport
VP Legal and Regulatory Matters at Berthel Fisher Companies
Cedar Rapids, IA, US15 -
Donna Craft
Exec VP at Berthel Fisher Companies
Marion, IA, US12 -
Nicole Brathwaite
Full Stack Developer at Berthel Fisher Companies
Cedar Rapids, IA, US32 -
Paige Christofferson
Chief Business Development Officer at Berthel Fisher Companies
Cedar Rapids, IA, US12 -
Tobi Peterman
Vice President Operations at Berthel Fisher Companies
West Des Moines, IA, US25+ -
Randy Wilcox
OSJ Manager, VP of Compliance at Berthel Fisher Companies
Cedar Rapids, IA, US25+ -
23
-
Jason Meier
Recruiter at Berthel Fisher Companies
Marion, IA, US13 -
Maci Oostendorp
Marketing Specialist at Berthel Fisher Companies
Cedar Rapids, IA, US11 -
Kristie Rausch
Human Resources Manager at Berthel Fisher Companies
Cedar Rapids, IA, US22 -
23
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