Financial Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Jason Smith, Cfp®, Aams® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman
at
Centennial Advisors, LLC
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman
Location
Georgetown, Texas, United States
Who is Jason Smith, Cfp®, Aams®? Overview
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Quick answer
Jason Smith, Cfp®, Aams® is listed as CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman at Centennial Advisors, LLC, based in Georgetown, Texas, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Jason Smith, Cfp®, Aams®.
Jason Smith, Cfp®, Aams® previously worked as Financial Advisor at Centennial Advisors, Llc and Founder & Coach at Heroes Crossfit (Now Heroes Fitness). Jason Smith, Cfp®, Aams® holds Bachelor Of Science, Economics from United States Naval Academy.
Company email context
Email format at Centennial Advisors, LLC
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Jason Smith, Cfp®, Aams®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Banking, Risk Management, Management, Credit, and 18 others.
Current workplace
Jason Smith, Cfp®, Aams®'s current company
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6 roles
Jason Smith, Cfp®, Aams® work experience
A career timeline built from the work history available for this profile.
Founder & Coach
Current
Heroes Crossfit (Now Heroes Fitness)
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.
Dec 2010 - Present
Financial Advisor
Goodwater Wealth Management Group Of Raymond James
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.
Apr 2018 - Oct 2024
Primary Care Pharma Sales Rep/Women'S Health Specialty Rep
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)
Feb 2011 - Feb 2018
Sales Engineer & Facilities Manager
Jan 2006 - Feb 2011
Infantry Officer
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
May 1998 - Jan 2006
2 education records
Jason Smith, Cfp®, Aams® education
Bachelor Of Science, Economics
United States Naval Academy
Master Of Science - Ms, Technology Commercialization
Texas Mccombs School Of Business
FAQ
Frequently asked questions about Jason Smith, Cfp®, Aams®
Quick answers generated from the profile data available on this page.
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 Centennial Advisors, LLC?
Jason Smith, Cfp®, Aams® is listed as CERTIFIED FINANCIAL PLANNER™ │Wealth Consultant│Retirement Planner│Estate Protector│Outdoorsman at Centennial Advisors, LLC.
What is Jason Smith, Cfp®, Aams®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Jason Smith, Cfp®, Aams® at Centennial Advisors, LLC.
Where is Jason Smith, Cfp®, Aams® based?
Jason Smith, Cfp®, Aams® is based in Georgetown, Texas, United States while working with Centennial Advisors, LLC.
What companies has Jason Smith, Cfp®, Aams® worked for?
Jason Smith, Cfp®, Aams® has worked for Centennial Advisors, Llc, Heroes Crossfit (Now Heroes Fitness), Goodwater Wealth Management Group Of Raymond James, Allergan, and National Oilwell Varco.
How can I contact Jason Smith, Cfp®, Aams®?
You can use AeroLeads to view verified contact signals for Jason Smith, Cfp®, Aams® at Centennial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jason Smith, Cfp®, Aams® attend?
Jason Smith, Cfp®, Aams® holds Bachelor Of Science, Economics from United States Naval Academy.
What skills is Jason Smith, Cfp®, Aams® known for?
Jason Smith, Cfp®, Aams® is listed with skills including Banking, Risk Management, Management, Credit, Business Analysis, Loans, Project Management, and Process Improvement.
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