Jason Smith

Advisor at Edward Jones

Updated today

Location

Sandusky, MI 48471

Credentials

Series 66

Industry experience

9 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance

Location

309 S Elk St Ste 3

Sandusky, MI 48471

Most active in

Michigan · Texas

Work history

Edward Jones

2016 - Present (10 years)

Unemployed

2016 - 2016 (1 year)

Sheldon Medical Supply

1990 - 2016 (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael D

Series 63, Series 65

Sandusky, MI

Stonepath Wealth Management

Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management
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David H

Series 66

Deckerville, MI

Ameriprise

David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott L

PFS™, Series 66

Deckerville, MI

Ameriprise

Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Renata B

Series 66

Sandusky, MI

Edward Jones

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Daniel E

Series 66

Sandusky, MI

Edward Jones

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Dustin P

Series 66

Croswell, MI

Edward Jones

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