CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Jason Smith

SUPPORTING ADVISORS

 

Jason joined Legacy Investments Services in November 2012 after working briefly in public safety and health care. Since his start he has been involved in numerous areas of the firms operations, including client services, technology support, fund research and analysis, and trading. Jason serves to support Legacy’s banking division, a joint effort with Heritage Bank of Central Illinois, and is responsible for the management of the Legacy Alliance Program, a division dedicated to serving Legacy’s network of advisors nationwide. During his time at legacy, Jason has been involved in numerous special projects and has played a key role in legacy’s mergers and acquisitions.

Jason is a fully qualified financial advisor and manages assets for his own clients. He holds FINRA series 7, Series 66, and Series 24 licenses and Illinois life and health insurance licenses. He graduated with a bachelor’s degree from the University of Illinois at Urbana-Champaign. His hobbies include traveling, scuba diving, studying mandarin (Chinese), and investing his time in new ventures outside of the financial industry. He currently resides in Peoria, Illinois.

 

Heritage Bank of Central Illinois is not affliated with Woodbury Financial Services. Securities are not FDIC Insured, not guaranteed by Heritage Bank of Central Illinois and may lose value. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck