Jason L Smith, CEP®, BPC

Jason L SmithFounder | Chief Executive Officer

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and Chief Executive Officer of C2P Enterprises, the holding company for Clarity 2 Prosperity, a financial training, coaching and IP development organization; Prosperity Capital Advisors, SEC registered investment adviser (RIA); Clarity Insurance Marketing, fiduciary-friendly insurance marketing organization (IMO); and Valor Capital Management a registered investment adviser operating as a Turnkey Asset Management Program (TAMP) and a fund strategist. Jason is also Founder and Chief Executive Officer of his own holistically run financial services practice, The JL Smith Group.

At Prosperity Capital Advisors, Jason provides vision and strategic oversight of the RIA. He also provides thought leadership to other IARs and manages institutional relationships.

Jason entered the financial services industry in 1995, when he joined his father’s insurance agency before starting his own financial services practice. With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his own accomplishments as an advisor to teach others how to achieve success. He regularly trains advisors through live events, webinars, podcasts, coaching calls and study groups. He uses his own practice to develop proven processes and test market concepts, and he makes his office available to select advisors to observe him and his team for training purposes.

Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He is also the author of Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-author of the book The Hiring Advantage.

Jason is widely sought as a speaker at industry events, and, in 2015, he was recognized as one of InvestmentNews’ 40 Under 40. He is regularly cited in industry and national media and has been featured on television to discuss the importance of providing fully holistic services for the benefit of all clients.

Organizations

  • Strategic Coach®
  • Ed Slott Master Elite IRA AdvisorSM
  • MDRT Top of the Table
  • Forum 400

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).

Strategic Coach is an Entrepreneurial company that has worked closely with over 16,000 entrepreneurs from more than 60 industries worldwide for the past 25 years to create a support system to help transform businesses achieve new levels of freedom and success.

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.

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.