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Jason Allen Smith

HAUSMAN ADVISORS, LLC·HOOD RIVER, Oregon
Unclaimed Profile
202 OAK STREET, HOOD RIVER, OR 97031CRD# 4928674Firm CRD# 152681
01

About

Jason Allen Smith is a registered financial advisor based in HOOD RIVER, Oregon, affiliated with HAUSMAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAUSMAN ADVISORS, LLC
HAUSMAN ADVISORS, LLC
AUM
$135M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HAUSMAN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4928674
Firm CRD# 152681
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in HOOD RIVER
John Hugh Phillips — NORTHSIDE CAPITAL MANAGEMENT LLCJeffrey Charles Slocum — NORTHSIDE CAPITAL MANAGEMENT LLCDonald James Dewolfe — NORTHSIDE CAPITAL MANAGEMENT LLCJoseph Charles Knox Guenther — CPWA LLCJames D Williams — CPWA LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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