Unclaimed Profile

Jason L Smith

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

Series 65Clean record16 years registeredC2P CAPITAL ADVISORY GROUP, LLC

30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 5738415Firm CRD# 156480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason L Smith · WESTLAKE, OH

Registration

CRD #5738415 · C2P CAPITAL ADVISORY GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

PROSPERITY CAPITAL ADVISORS

Mar 2011 – present

AMERICAN INVESTMENT SERVICES

Nov 2009 – Mar 2011

AVON, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 30, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C2P CAPITAL ADVISORY GROUP, LLC

CRD 156480 · SEC 801-72187

AUM

$2.2B

Regulatory assets under management

Employees

202

9,396 client accounts

Services offered by C2P CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jason L Smith offer?

Jason L Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Jason L Smith's credentials?

Jason L Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason L Smith located?

Jason L Smith is based in WESTLAKE, Ohio, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Jason L Smith charge for services?

Jason L Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C2P CAPITAL ADVISORY GROUP, LLC?

C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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