Jason Smith
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies | Tempe, Arizona, United States
Jason Smith’s Email & Phone Number
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CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies in October 2019 - Present
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Voya Financial Advisors, Inc. in January 2011 - September 2019
University of Michigan, Bachelor of Arts (B.A.)
Indiana University Bloomington, Master of Science (M.S.)
Fuller Theological Seminary, Master of Arts (M.A.)
Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients. As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Discover more about Berthel Fisher Companies
Financial Professional at Berthel Fisher Companies
Financial Professional at Berthel Fisher Companies
(October 2019 – Present)
Bachelor of Science in Business Administration (BSBA) at Wayne State College
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Lead Financial Advisor at Berthel Fisher Companies
(August 2023 – Present)
What is Jason Smith email address?
Email Jason Smith at [email protected]. This email is the most updated Jason Smith's email found in 2026.
What is Jason Smith phone number?
Jason Smith phone number is 623-203-7003.
How to contact Jason Smith?
To contact Jason Smith send an email to [email protected]. If you want to call Jason Smith try calling on 623-203-7003.
What company does Jason Smith work for?
Jason Smith works for Berthel Fisher Companies.
What is Jason Smith's role at Berthel Fisher Companies?
Jason Smith is CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
What industry does Jason Smith work in?
Jason Smith works in the Financial Services industry.
