Jason James Smitka
Investment adviser representative at Financial & Tax Architects, LLC
15 yearsExperience
2 statesRegistered in
$506.2MFirm assets
7 yearsFirm in business
Are you Jason James Smitka? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Financial & Tax Architects, Inc.Feb 2022 to now
- Scout Financial Group, LLCAug 2015 to now
- Smitka & Associates, LLCMar 2011 to now
- Scout Wealth Management, LLCJun 2018 to Feb 2022
- Ae Wealth Management, LLCJan 2017 to Jun 2018
- Client One Securities, LLCJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3079456
- Firm CRD
- 119169