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Jon Dallas Murray

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-05-27
  • NE RA
    APPROVED
    Since 2025-05-27

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • 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
Univerisity Of Nebraska - Omaha Omaha NE 07/2015 08/2020
Lozier Omaha NE 05/2018 08/2020
Univiersity Of Nebraska - Omaha Omaha NE 08/2020 01/2021
Prosperity Home Mortgae Omaha NE 01/2021 07/2024
Nebraska Department Of Finance And Banking Lincoln NE 07/2024 12/2024
Retire Smart, Llc Omaha NE 01/2025 05/2025
Smart Wealth, Llc Omaha NE 05/2025 Present
Retire Smart, Llc Omaha NE 05/2025 Present
  • 07/2015 → 08/2020
    Univerisity Of Nebraska - Omaha
    Omaha, NE
  • 05/2018 → 08/2020
    Lozier
    Omaha, NE
  • 08/2020 → 01/2021
    Univiersity Of Nebraska - Omaha
    Omaha, NE
  • 01/2021 → 07/2024
    Prosperity Home Mortgae
    Omaha, NE
  • 07/2024 → 12/2024
    Nebraska Department Of Finance And Banking
    Lincoln, NE
  • 01/2025 → 05/2025
    Retire Smart, Llc
    Omaha, NE
  • 05/2025 → Present
    Smart Wealth, Llc
    Omaha, NE
  • 05/2025 → Present
    Retire Smart, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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Other Offices

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EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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