For years, Jason Smith has been providing clients of Legacy Investment Services, Inc., a member of Legacy Premier Advisors®, with investment management and financial advice. Since his start 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. Jason serves to lead Legacy's banking division, a joint effort between Legacy Investment Services and partner banks to provide wealth management services, and has served as the manager of the Legacy Alliance Program, a division dedicated to serving Legacy's nationwide netowrk of advisors. 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.
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 secruities 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. In addition, Jason maintains state life and health insurance licenses. 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.
Jason D. Smith is located at the Legacy Investment Servcies Headquarters Office:
430 North Main Street
East Peoria, IL 61611