Advisor profile


My approach

Jason Smith - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jason Smith - My approach photo

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 license
  • Series 66 license
  • Life, accident and health insurance license

Education

  • University of New Hampshire, BS Business Administration

Interests

My interests include sharing time with my daughter and son. We enjoy swimming, biking, skiing and spending time with friends and family.

Community participation

  • Rochester Rotary Club

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Protect.Grow.Give®, RiverSource Life Insurance Company , 2012

Professional associations

  • Financial Planning Association

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.