Jason Smith, Cfp®, Aams®

Jason Smith, Cfp®, Aams® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman @ Centennial Advisors, LLC
Jason Smith, Cfp®, Aams®'s Location
Georgetown, Texas, United States, United States
Jason Smith, Cfp®, Aams®'s Contact Details

Jason Smith, Cfp®, Aams® personal email

About Jason Smith, Cfp®, Aams®

I believe that financial discipline equals freedom. My passion is to partner with professionals, retirees, veterans, entrepreneurs, families, and single parents to assess your current situation, set your financial goals, coach your self-discipline, and attain your financial freedom.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Jason Smith, Cfp®, Aams®'s Current Company Details
Centennial Advisors, LLC

Centennial Advisors, Llc

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CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman
Jason Smith, Cfp®, Aams® Work Experience Details
  • Centennial Advisors, Llc
    Financial Advisor
    Centennial Advisors, Llc Oct 2024 - Present
    Austin, Texas, Us
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  • Heroes Crossfit (Now Heroes Fitness)
    Founder & Coach
    Heroes Crossfit (Now Heroes Fitness) Dec 2010 - Present
    Former owner and current coach of a CrossFit box honoring the sacrifice of our local and national heroes including military, firefighters, police, EMT, and teachers. Dedicated to getting our clients to reveal their inner hero physically, mentally, and philanthropically.
  • Goodwater Wealth Management Group Of Raymond James
    Financial Advisor
    Goodwater Wealth Management Group Of Raymond James Apr 2018 - Oct 2024
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
  • Allergan
    Primary Care Pharma Sales Rep/Women'S Health Specialty Rep
    Allergan Feb 2011 - Feb 2018
    Dublin, Coolock, Ie
    North/West Austin Territory Representative responsible for growing market share and adoption of an IBS-C/CIC medication, an anti-hypertensive, and two anti-depressants. (2011-2016)Women's Health Specialty Sales Rep (2016-2018)
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  • National Oilwell Varco
    Sales Engineer & Facilities Manager
    National Oilwell Varco Jan 2006 - Feb 2011
    Houston, Texas, Us
    View
  • United States Marine Corps
    Infantry Officer
    United States Marine Corps May 1998 - Jan 2006
    Washington, Dc, Us
    Served in the following billets during my Marine Corps career:Platoon Commander-2nd Plt, C Co, 1st Bn, 4th MarinesArea 53 Guard OfficerAssistant Operations Officer-S-3, 1st Bn, 4th MarinesSeries Commander-M Co, MCRD San DiegoExecutive Officer-M Co, MCRD San DiegoCompany Commander-M Co, MCRD San DiegoAnti-Terrorism/Force Protection Officer-G-3, MCRD San Diego
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Jason Smith, Cfp®, Aams® Skills

Banking Risk Management Management Credit Business Analysis Loans Project Management Process Improvement Leadership Financial Analysis Operational Risk Management Internal Audit Legal Issues Mortgage Lending Analysis Portfolio Management Change Management Business Process Improvement Military Sales Team Leadership Customer Service

Jason Smith, Cfp®, Aams® Education Details

  • United States Naval Academy
    United States Naval Academy
    Economics
  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Technology Commercialization

Frequently Asked Questions about Jason Smith, Cfp®, Aams®

What company does Jason Smith, Cfp®, Aams® work for?

Jason Smith, Cfp®, Aams® works for Centennial Advisors, Llc

What is Jason Smith, Cfp®, Aams®'s role at the current company?

Jason Smith, Cfp®, Aams®'s current role is CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman.

What is Jason Smith, Cfp®, Aams®'s email address?

Jason Smith, Cfp®, Aams®'s email address is ja****@****mes.com

What schools did Jason Smith, Cfp®, Aams® attend?

Jason Smith, Cfp®, Aams® attended United States Naval Academy, Texas Mccombs School Of Business.

What skills is Jason Smith, Cfp®, Aams® known for?

Jason Smith, Cfp®, Aams® has skills like Banking, Risk Management, Management, Credit, Business Analysis, Loans, Project Management, Process Improvement, Leadership, Financial Analysis, Operational Risk Management, Internal Audit.

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