C2P

Jason L Smith

Jason L Smith, Certified Financial Fiduciary®,CEP®, CLTC 
President & CEO | Founder | Model Office
JSmith@C2PMastermind.com

Jason SmithJason L Smith is a speaker, financial planner, bestselling author, coach, and entrepreneur. He is founder, president and CEO of Clarity 2 Prosperity. Jason is also the founder and CEO of C2P Advisory Group and Prosperity Capital Advisors as well as the founder and CEO of Valor Capital Management and The JL Smith Group, his own holistically-run financial services practice.

Jason has been in the financial services industry since he started at his father’s insurance agency in 1995. Through education and drive, he launched The JL Smith Group and has spearheaded its evolution into a comprehensive, client-focused practice providing wealth management, retirement income, tax, and legacy planning.

Jason has segued his experiences as an accomplished advisor into teaching others how to achieve success. He regularly trains advisors through live events, coaching calls and study groups. He helps to develop and test market concepts in his practice and makes his office available to select advisors to observe him and his team for training purposes. He is called upon to speak at many industry events, including Ed Slott’s Elite IRA Advisor GroupSM workshops, Forum 400, and MDRT’s Top of the Table annual meeting. Jason is passionate about mentoring advisors in order to help them achieve a common goal: improving the lives of American families through holistic financial planning.

Jason strives to help businesses operate more efficiently, enhancing their overall net profitability as well as improving the quality of client service. A few of his processes include The Bucket Plan® Best Interest Process, an asset-positioning strategy featured in his bestselling book The Bucket Plan, and The Bucket Plan® Holistic Planning Process – which is a fee-based financial planning model designed to compensate advisors for their advice and planning time as well as the intellectual capital they have acquired throughout their careers in order to do so.

He was recognized in 2015 as an Emerging Leader and Legend at Forum 400 based on industry wisdom and experience, Investment News 40 Under 40 on his business success, and as a Best Rising Star candidate by National Underwriter Life & Health Industry Elite Awards based on market innovation, industry awareness, and community outreach. In addition to The Bucket Plan, he is the author of the book Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-author of the book The Hiring Advantage. He, along with the teams at Clarity 2 Prosperity, Prosperity Capital Advisors, and C2P Advisory Group have been featured on public television to discuss their ideas regarding holistic services.

Jason puts a strong emphasis on giving back to those in need, recently launching a campaign to raise $25,000 worth of shoes for Soles4Souls. His personal interests include international travel and time spent with his wife, Holly, daughter, Jordan, and twins, Wyatt and Berkeley, and twins, Lincoln and Lennon. He enjoys cooking, charitable organizations and outdoor activities such as boating, fishing and hiking.

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CEP® (Certified Estate Planner™) is a financial, legal, or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP).

CLTC® Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial well-being of those the client loves.

Certified Financial Fiduciary® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

Strategic Coach is an Entrepreneurial company that has worked closely with over 16,000 entrepreneurs from more than 60 industries worldwide for the past 25 years to create a support system to help transform businesses achieve new levels of freedom and success.

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries. Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required. Qualification for Top of the Table: A minimum of USD $552,000 of eligible commissions paid is required.

Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings.

Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.

Forum 400 is the only industry organization that brings together the top life insurance professionals from every facet of the industry – producer groups, captive agents, entrepreneurs, financial planners and more. Our member-driven community delivers cutting-edge content; facilitating an uncensored exchange of emerging trends, competitive intelligence and innovative client solutions.

Things you must know about Jason

  • Founder and CEO of C2P Enterprises, the holding company of Clarity 2 Prosperity, C2P Advisory Group, Prosperity Capital Advisors and Valor Capital Management
  • Founder and CEO of The JL Smith Group, his own holistically-run financial services practice
  • Creator of The Bucket Plan®, a holistic planning approach that purposefully structures assets throughout the phases of life.

Fun Facts

  • Lives in Cleveland, Ohio, with his family
  • Hosts community events such as “Taste of Avon”
  • Enjoys hiking, yoga, boating and international travel

Organizations 

  • Strategic Coach®
  • Ed Slott Master Elite IRA AdvisorSM
  • MDRT Top of the Table
  • Financial Planning Association®
  • Forum 400
  • NAIFA