Jason L Smith, CEP, BPC
Founder | CEO
Jason L Smith, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of JL Smith. To better fulfill this mission, he founded Clarity 2 Prosperity Enterprises, 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.
He is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He also wrote Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning and co-authored The Hiring Advantage. Jason’s Bucket Plan philosophy inspired a children’s book designed to teach kids responsible spending, saving, and earning principles, Days Can Be Sunny for Bunnies and Money.
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 JL Smith 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.
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, and two sets of twins: Wyatt and Berkeley, and Lincoln and Lennon. In his spare time, Jason and his family are building a hobby farm, farmers’ market, and event center on their 67-acre property in Oberlin, Ohio. Jason also enjoys yoga, strength training, and outdoor activities such as hiking, skiing, snowmobiling, boating, and 4-wheeling.
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, and 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 training. Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-dte 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.