Jason L Smith

Current Employers

Employment History

• 01/2007 → Present
  Jl Smith Holistic Wealth Management (Dba For Advisory Business)
  Avon, OH
• 03/2011 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 03/2011 → Present
  C2P Enterprises, Llc And Subsidiaries
  Westlake, OH
• 03/2018 → 03/2024
  Valor Capital Management, Llc
  Westlake, OH

Previous Registrations

• 2009-11-30 → 2011-03-30
  American Investment Services
  Avon, OH

Other Businesses

(1) Fixed Insurance: Jason L Smith is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Jason L Smith spends approx. 10 hrs/week during trading hours on this activity. (2) Jason L Smith is the Owner of JL Smith Holistic Wealth Management which is the operating entity for Mr. Smith's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Smith spends approximately ten hours per week during trading hours working under this entity. Mr. Smith offers tax preparation and consulting services through this entity for a fee. Mr. Smith is involved in this activity for approximately 1 hour per month during trading hours. (3) Jason L Smith owns rental property using the entity JL Smith Properties. Mr. Smith spends approximately 5 hours per month on this activity and 1 hour during trading hours. This is not an investment-related activity. (4) Jason Smith is the owner of Smith Family Farm. This entity sells farm related goods and rents out meeting spaces. Mr. Smith spends approximately five hours per month on this activity during trading hours. (5) Jason L Smith serves on the Board of Directors for the Marblehead Boat Club. As part of this organization, Mr. Smith helps provide governance and strategic oversight of the club. Mr. Smith spends approximately 1 hours per month during non-trading hours. This is not an investment-related activity. (6) Jason L Smith is owner of Ridgeland Marketing. Ridgeland Marketing is a management company owned by Jason for the purpose of managing all other business holdings of the Smith family. Jason devotes approximately 8-10 hours per month to this activity during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-02

Other Names

• Jason L Smith