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  • Jason L Smith

    Jason L Smith, CEP®, BPC, Chief Visionary, Executive Chairman, and Founder of Prosperity Capital Advisors, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He also runs his own holistic practice, JL Smith, built to thrive with or without him — it brought in over $90M in new assets last year while Jason worked less than a day a week. He's passionate about sharing this business model with other advisors through The Rainmaker Multiplier Model & Process, and authored a book on the model's development that launched in Spring 2024. He's also the author of the best-selling The Bucket Plan, named a Top 10 Retirement Planning Book by U.S. News & World Report, along with Clarity 2 Prosperity and The Hiring Advantage.

    Jason joined his father's insurance agency in 1995 before launching his own practice, and now trains advisors nationwide through live events, webinars, and coaching. He was named to InvestmentNews' 2015 40 Under 40 and Crain's Notable Wealth Managers list. He and his wife, Holly, have a daughter, Jordan, and two sets of twins, and he enjoys reading, grilling, yoga, and the outdoors.

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