Jason Smoot Email & Phone Number

Vice President Financial Consultant @ TD Ameritrade

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Jason Smoot Location

Washington, DC, US

Jason Smoot Work

Vice President Financial Consultant @ (February 2022 - Present)
Senior Financial Consultant @ (December 2018 - February 2022)
Financial Consultant @ (February 2016 - December 2018)
Financial Services Consultant @ Financial Services Professional (October 2014 - February 2016)
Financial Advisor @ (September 2012 - October 2014)
Financial Advisor @ (August 2011 - August 2012)
Regional Sales Director @ (January 2009 - August 2011)
Senior Retirement Sales Representative @ (May 1997 - December 2008)

Jason Smoot Education

Georgetown University School of Continuing Studies
Certificate in Financial Planning (Financial Planning and Services)
2004-2004
Morehouse College
Bachelor of Arts (B.A.) (Business Administration/Marketing)
1996-2000
College for Financial Planning
CRPC® Designation

Jason Smoot Skills

Financial Planners
Retirement Savings
Fixed Annuities
Retirement Planning
Retirement Benefits
IRAs
Education Funding
Variable Annuities
Finance
401k
Retirement Plan Consulting
Roth IRA
Investment Advisory
IRA Rollovers
Financial Services
Wealth Management
Life Insurance
Strategic Financial Planning
Qualified Retirement Plans
Investment Strategies
Risk Management
Financial Analysis
401k Rollovers
Retirement
Series 7
529 Plans

Jason Smoot Summary

Jason Smoot, based in Washington, DC, US, is currently a Vice President Financial Consultant at Td Ameritrade. Jason Smoot brings experience from previous roles at Td Ameritrade, T. Rowe Price, Financial Services Professional and Wells Fargo Advisors. Jason Smoot holds a 2004 - 2004 Certificate in Financial Planning in Financial Planning and Services @ Georgetown University School of Continuing Studies. With a robust skill set that includes Financial Planners, Retirement Savings, Fixed Annuities, Retirement Planning, Retirement Benefits and more. Jason Smoot has 1 mobile phone numbers on RocketReach.

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