Jason C. Smoot

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
VA	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
T. Rowe Price	Mclean	VA	02/2016	03/2018
Td Ameritrade	Reston	VA	12/2018	12/2022
T. Rowe Price	Owings Mills	MD	03/2018	11/2018
Charles Schwab And Co., Inc.	Reston	VA	12/2022	05/2023
Fidelity Investments	Reston	VA	05/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

2023-07-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Reston, VA
2022-01-31 → 2023-05-13

Charles Schwab & Co., Inc.

Reston, VA
2018-12-19 → 2023-05-13

Td Ameritrade Investment Management, Llc

Reston, VA

Reston, VA
2018-12-18 → 2022-10-14

Td Ameritrade, Inc.

Reston, VA
2016-03-22 → 2018-11-29

T. Rowe Price Advisory Services, Inc.

Mclean, VA

Owings Mills, MD
2014-10-30 → 2015-07-02

Qp Consulting

Ashburn, VA

Takoma Park, MD
2012-09-28 → 2014-10-20

Wells Fargo Clearing Services, Llc

Mclean, VA
2011-12-12 → 2012-09-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA
2005-08-12 → 2009-01-13

Principal Securities, Inc.

Bethesda, MD

Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-09
S63	Uniform Securities Agent State Law Examination	2001-03-12