Best Investors Account Sign in
Inactive

Jason Carroll Smith

Centennial Advisors, LLC

Austin, TX

CRD 6931095

Claim This Profile
Employer firm

Centennial Advisors, LLC CRD 290778

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Centennial Advisors, Llc

10815 Ranch Road 2222 Bldg 3C Suite 200, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-28
  • TX RA
    APPROVED
    Since 2024-10-28

Branch Locations

10815 Ranch Road 2222 Bldg 3C Suite 200, Austin, TX 78730 • 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
Raymond James & Associates Georgetown TX 04/2018 10/2024
Allergan Austin TX 02/2011 02/2018
Heroes Crossfit Cedar Park TX 12/2010 12/2025
Centennial Advisors, Llc Austin TX 10/2024 Present
  • 04/2018 → 10/2024
    Raymond James & Associates
    Georgetown, TX
  • 02/2011 → 02/2018
    Allergan
    Austin, TX
  • 12/2010 → 12/2025
    Heroes Crossfit
    Cedar Park, TX
  • 10/2024 → Present
    Austin, TX
Previous Registrations
Other Businesses

KIDS OUTDOOR ZONE; NON-INVESTMENT RELATED; SMITHVILLE, TX; CHILDREN'S MINISTRY; VOLUNTEER LEADER OF CHILDREN'S MINISTRY; 12/2025; 5-10 HOURS PER MONTH AND NONE DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-15
  • S66 Uniform Combined State Law Examination
    2018-08-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor