Jason L Smith is a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur. Following in his father’s footsteps as a second-generation advisor, he founded his financial services practice, The JL Smith Group, in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes, and estate planning into one comprehensive, coordinated plan. After a serious heart diagnosis at the age of twenty-nine, Jason made a commitment to transition his personal financial planning firm into a process-driven company so it could continue with or without him. Today, his financial planning practice is self-managing, allowing him to provide focused financial planning services to his clients.
With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as an accomplished advisor to train and mentor other advisors through live training events, monthly coaching calls and study groups. To better fulfill this mission, he founded Clarity 2 Prosperity, a financial training, coaching and IP development organization for financial advisors, where he currently serves as president and CEO. He also founded and serves as the chairman for Prosperity Capital Advisors, an SEC-registered investment advisory firm and Clarity Insurance Marketing, an insurance marketing organization. Together, the three firms work to help advisors and institutions nationwide to simplify holistic financial planning in order to provide financial solutions in the best interest of their clients.
Jason regularly speaks at exclusive industry events including Ed Slott’s Elite IRA Advisor GroupSM workshops, Forum 400, and MDRT’s Top of the Table annual meeting. He was recognized as an Emerging Leader and Legend at Forum 400, a member only insurance industry organization; he was named as one of Investment News Top 40 Under 40 Industry Standouts and honored with his picture on the cover of the publication; and he received an honorable mention for Best Rising Star by National Underwriter Life & Health magazine. He consistently serves as a national media resource and has authored several advisor-facing books, including Clarity 2 Prosperity: An Advisor’s Guide to Charging Fees for Holistic Planning and is co-author of The Hiring Advantage. Jason has been featured on public television for his leadership in moving the industry toward providing fully holistic services for the benefit of all clients.
Jason is an Investment Advisor Representative and a Certified Estate PlannerTM (CEP®) through the National Institute of Certified Estate Planners. He is also a member of Ed Slott’s Master Elite IRA Advisor GroupSM, an exclusive IRA study group of financial professionals who are committed to the study and mastery of IRA planning. As a member, Jason has participated in numerous training workshops on individual retirement accounts and has been mentored by nationally-acclaimed IRA expert, Ed Slott, CPA.
Jason enjoys spending time with his wife Holly; daughter Jordan; and his two sets of twins, Wyatt and Berkeley, and Lincoln and Lennon. Committed to helping others, he volunteers for philanthropic endeavors and with a number of charitable organizations. This has included taking international service projects abroad to help impoverished communities and leading a national campaign with Soles4Souls, collecting 25,000 pairs of shoes to distribute to those in need. In his spare time, he enjoys cooking, yoga, fitness and outdoor activities such as hiking, kayaking, mountain climbing, and snowmobiling.
Connect with Jason on LinkedIn.