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Jason Smith
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Jason Smith

Jason Smith

@legacyinvestmentsonline
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Jason Smith
Jason Smith
2 yrs ·Translate

A True Partner in Planning Your Financial Future

Investing is the first step toward building a more financially certain future. We're glad to hear that you're ready for that step.

It begins with a face-to-face, personalized financial consultation with you to discuss your investments and your financial goals. Our professional, financial advice is crafted with a personal approach to build wealth and manage risk.

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Jason Smith
Jason Smith
2 yrs ·Translate

Our financial advisors can help you pursue your financial goals through:

- Investment Advisory Services
- Retirement Income Planning
- Traditional & Roth IRAs
- Stocks, Bonds, Annuities, Mutual Funds
- Estate Planning
- Long Term Care & Life Insurance
- Education Savings
- Business Retirement Plans
- and more!

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Jason Smith
Jason Smith  changed his profile cover
2 yrs

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For years, Jason Smith has been providing clients of Legacy Investment Services, Inc., a member of Legacy Premier Advisors®, with quality investment management and financial advice. Since his start date with Legacy in 2012, he has been involved in numerous areas of the firm's operations, including client services, technology support, fund research and analysis, and trading.

With an acute focus on quality and client needs, Jason manages assets for many types of clients in multiple locations. He works to provide clients with access to a range of securities and insurance tools. Jason holds a baccalaureate degree from the University of Illinois at Urbana-Champaign and holds FINRA Series 7, 66, and 24 registrations. He and his wife, Martina, live in Peoria, Illinois and his hobbies include traveling, scuba diving, fishing, hiking, and pursuing ever higher levels of education.

Call (309) 699-8888 (option 1) today to arrange your personalized financial consultation.
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http://www.bfinvesting.com/
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