Unclaimed Profile

Jason Allen Smith

HAUSMAN ADVISORS, LLC·HOOD RIVER, Oregon

Series 7, Series 66Clean record21 years registeredHAUSMAN ADVISORS, LLC

202 OAK STREET, HOOD RIVER, OR 97031CRD# 4928674Firm CRD# 152681

Profile Verification

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

Identity

Jason Allen Smith · HOOD RIVER, OR

Registration

CRD #4928674 · HAUSMAN ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

May 2023 – Jul 2024

HOOD RIVER, OR

HAUSMAN ADVISORS, LLC

Jun 2010 – May 2023

HOOD RIVER, OR

KMS FINANCIAL SERVICES, INC

May 2005 – Jun 2010

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAUSMAN ADVISORS, LLC

CRD 152681 · SEC 801-121197

AUM

$135M

Regulatory assets under management

Employees

516 client accounts

Services offered by HAUSMAN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAUSMAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Allen Smith offer?

Jason Allen Smith specializes in Financial Planning, Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.

What are Jason Allen Smith's credentials?

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

Where is Jason Allen Smith located?

Jason Allen Smith is based in HOOD RIVER, Oregon, working with HAUSMAN ADVISORS, LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.

How does Jason Allen Smith charge for services?

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

How large is HAUSMAN ADVISORS, LLC?

HAUSMAN ADVISORS, LLC has approximately 2 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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