Jason L Smith, CEP, BPC
Certified Estate Planner ™
Jason L Smith is a speaker, financial planner, best-selling author, coach and entrepreneur. Following in his father’s footsteps as a second-generation advisor, he founded his financial services practice The JL Smith Group in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes and estate planning into one comprehensive, coordinated plan. After a serious heart diagnosis at the age of 29, Jason made a commitment to transition his personal financial planning firm into a process-driven company so it could continue with or without him. Today, his financial planning practice is self-managing, allowing him to provide focused financial planning services to his clients.
With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as an advisor to train other advisors through live training events, monthly coaching calls and study groups. To better fulfill this mission, he founded Clarity 2 Prosperity, a professional network for financial advisors nationwide, Prosperity Capital Advisors, an SEC registered investment advisory firm, and Clarity Insurance Marketing, a fiduciary friend insurance organization.
Jason speaks at exclusive industry events and has made speaking appearances at Ed Slott’s Elite IRA Advisor Group℠ workshops, Forum 400 and as a main platform speaker at MDRT’s Top of the Table annual meeting. He serves as a national media resource and has authored several advisor-facing books, including Clarity 2 Prosperity: AnAdvisorsGuidetoChargingPlanningFees as well as co-authored the book The Hiring Advantage. In 2017, he released his best-selling book for consumers, TheBucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. Jason has been featured on public television for his ideas on moving the industry towards providing fully holistic services for the benefit of all clients.
He is a member of Ed Slott, an organization of financial professionals who are committed to the study and mastery of IRA planning. As a member, Jason has participated in numerous training workshops on individual retirement accounts and has been mentored by Ed Slott, CPA.
Jason enjoys spending time with his wife, Holly; daughter, Jordan; twins, Wyatt and Berkley, and twins, Lincoln and Lennon. Committed to helping others, he volunteers for philanthropic endeavors and with a number of charitable organizations. This has included taking international service projects to help impoverished communities abroad and leading a national campaign with Soles4Souls collecting 25,000 pairs of shoes to distribute to those in need. In his spare time, he enjoys cooking and outdoor activities such as hiking, kayaking, mountain climbing, and snowmobiling.
The CEP® (Certified Estate Planner™) is a financial, legal, or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP). A CEP® has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP.
Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings. Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
Forum 400 is the only industry organization that brings together the top life insurance professionals from every facet of the industry – producer groups, captive agents, entrepreneurs, financial planners and more. Our member-driven community delivers cutting-edge content; facilitating an uncensored exchange of emerging trends, competitive intelligence and innovative client solutions.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries. Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required. Qualification for Top of the Table: A minimum of USD $552,000 of eligible commissions paid is required.