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Jason Allen Smith

Focus Partners Wealth, LLC

Hood River, OR

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-16
OR RA APPROVED 2024-07-11
  • TX RA
    APPROVED
    Since 2024-08-16
  • OR RA
    APPROVED
    Since 2024-07-11

Branch Locations

33 Nichols Parkway Suite 310, Hood River, OR 97031 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hausman Advisors, Llc Portland OR 06/2009 04/2023
Buckingham Strategic Wealth, Llc Clayton MO 05/2023 Present
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 06/2009 → 04/2023
    Hausman Advisors, Llc
    Portland, OR
  • 05/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2023-05-31 → 2024-07-11
    Buckingham Strategic Wealth, Llc
    Hood River, OR
    St Louis, MO
  • 2010-06-16 → 2023-05-31
    Hausman Advisors, Llc
    Hood River, OR
  • 2005-05-25 → 2010-06-01
    Kms Financial Services, Inc.
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-24
  • S66 Uniform Combined State Law Examination
    2005-05-24
Designations

View on SEC IAPD

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