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Jason Smith

Jason brings nearly a decade of experience helping clients build and distribute wealth. With an extensive background in retirement income planning, investment management and estate planning, his goal is to help every client achieve their financial dreams. Since his start with Legacy, Jason has been involved in numerous areas of the firm’s operations including client services, fund research and analysis, and portfolio construction and management. Aside from working with clients independently, Jason works jointly with other members of Legacy’s team and leads Legacy’s partnership with local banks to provide wealth management services.

Jason firmly upholds a fiduciary duty to his clients and focuses on providing outstanding care and service. He earned his baccalaureate degree from the University of Illinois at Urbana-Champaign, and holds FINRA Series 7, 66, and 24 securities registrations. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and provides financial planning services in a variety of disciplines. In addition, he is licensed to assist clients with life and long-term care insurance solutions. He and his wife, Martina, reside in Peoria, Illinois and his hobbies include global travel, scuba diving, hiking and many other outdoor activities, as well as reading and furthering his financial education.