Jason D. Smith

Legacy Investment Services, Inc.
(309) 699-8888, Option 1

 

FARMINGTON

16 E. Fort Street
Farmington, IL 61531
(309) 245-2444 phone
(309) 245-2110 fax

OFFICE Hours

Monday – Friday 8am-4pm

About Us

BF Investment Services partnered with Legacy Investment Services on November 25, 2019.

Jason D. Smith, CFP®

Financial Advisor / Senior Partner
jasonsmith@legacyinvestmentsonline.com

Jason Smith has over a decade of experience helping clients build and distribute wealth. With an extensive background in retirement income planning, investment management, and estate planning, he helps clients of all types achieve their financial goals. Since his start with Legacy, Jason has been involved in numerous area of the firm’s operations including client services, research and analysis, financial planning, and portfolio construcion and management. In addition to working with clients independently, Jason works jointly with other members of Legacy’s team and leads Legacy’s partnership with local banks to provide wealth management services.

Jason firmly upholds a fiduciary duty to his clients and focuses on providing outstanding care and service. He earned his baccalaureate degree from the University of Illinois at Urbana-Champaign, he holds FINRA Series 7, 66, and 24 securities registrations, and he has achieved level 1 of the CFA® Charter. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and provides financial planning services in a variety of disciplines. In addition, he is licensed to assist clients with life and long-term care insurance solutions. He and his family reside in Central Illinois and his hobbies include global travel, scuba diving, hiking and many other outdoor activities, as well as reading and continuing his education.

430 N. Main St., East Peoria, IL 61611
Phone: (309) 699-8888 Opt. 1
Fax: (309) 294-8148
jasonsmith@legacyinvestmentsonline.com
www.legacyinvestmentsonline.com

 

Investment and insurance products are:
Not FDIC Insured • Not Guaranteed by a Bank • Not a Deposit
May Go Down In Value • Not Insured by Any Federal Government Agency

*Legacy Investment Services is a marketing name for securities and investment advisory services offered through Osaic Wealth, Inc.

Member FINRA/SIPC and Registered Investment Advisor. Insurance services offered through Legacy Investment Services Inc., which is not affiliated with Osaic. 430 N. Main St., East Peoria, IL 61611 (309) 699-8888. Listed entities are not affiliated with Osaic. Neither Osaic nor its representatives offer tax or legal advice. For assistance with matters of a tax or legal nature, you should consult with a tax or legal advisor.

Call (309) 699-8888 (option 1) today to arrange your personalized financial consultation.