Jamison Smith

Jamison Smith Email and Phone Number

Wealth Strategist @ Equilibrium Wealth Advisors
Pittsburgh, PA, US
Jamison Smith's Location
Pittsburgh, Pennsylvania, United States, United States
Jamison Smith's Contact Details

Jamison Smith personal email

Jamison Smith phone numbers

About Jamison Smith

I began in the financial planning industry in 2018 and joined the EWA team in 2020. I believe that there is a lack of sound financial planning in the world, and am very passionate about providing advice to clients in complex situations to allow stress free decision making. A cum laude graduate from Wheeling Jesuit University, I earned a dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. While earning these degrees, I also played on the men’s lacrosse team for the university. In 2022, I co-founded Wealth Advisor Training, which aims to provide resources and training to financial advisors to equip them with the skills and knowledge necessary to provide the best advice possible for their clients.When I am not working, I enjoy spending my time working out, golfing, traveling, or spending time with my dog, Chance.

Jamison Smith's Current Company Details
Equilibrium Wealth Advisors

Equilibrium Wealth Advisors

View
Wealth Strategist
Pittsburgh, PA, US
Website:
ewa-llc.com
Employees:
14
Jamison Smith Work Experience Details
  • Equilibrium Wealth Advisors
    Wealth Strategist
    Equilibrium Wealth Advisors
    Pittsburgh, Pa, Us
  • Equilibrium Wealth Advisors
    Wealth Advisor
    Equilibrium Wealth Advisors Jun 2021 - Present
    Pittsburgh, Pennsylvania, Us
  • Equilibrium Wealth Advisors
    Associate Wealth Advisor
    Equilibrium Wealth Advisors Sep 2020 - Jun 2021
    Pittsburgh, Pennsylvania, Us
  • Wealth Advisor Training
    Co-Founder & Chief Sales Officer
    Wealth Advisor Training Jan 2022 - Sep 2024
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual May 2018 - Aug 2020
    Milwaukee, Wi, Us

Jamison Smith Skills

Leadership Sports Coaching Management Time Management Event Planning Public Speaking Microsoft Office Microsoft Word Microsoft Excel

Jamison Smith Education Details

  • Wheeling University
    Wheeling University
    Accounting And Finance
  • Butler Senior High School
    Butler Senior High School

Frequently Asked Questions about Jamison Smith

What company does Jamison Smith work for?

Jamison Smith works for Equilibrium Wealth Advisors

What is Jamison Smith's role at the current company?

Jamison Smith's current role is Wealth Strategist.

What is Jamison Smith's email address?

Jamison Smith's email address is ja****@****llc.com

What is Jamison Smith's direct phone number?

Jamison Smith's direct phone number is +172450*****

What schools did Jamison Smith attend?

Jamison Smith attended Wheeling University, Butler Senior High School.

What skills is Jamison Smith known for?

Jamison Smith has skills like Leadership, Sports Coaching, Management, Time Management, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel.

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