Jason Smith has been President of Four Quadrant Wealth Advisors since March 2004, is a control person of the firm and directly owns 75% or more of it.
Four Quadrant Wealth Advisors, Inc. is a Carmel, IN firm with $219M under management, 100 clients and 6 advisers in one office, as of its February 2026 filing.
Jason Smith is President, Chief Executive Officer and Founder of Four Quadrants. He started the firm after dental clients from a previous financial planning career asked him to start a firm specializing in the financial struggles of dentists. He focuses on developing vision and strategy for clients and for Four Quadrants.
Jason Smith’s longest registration is the current one, 22 years at Four Quadrant Wealth Advisors since 2004. Before joining Four Quadrant Wealth Advisors in 2004, Jason Smith was registered through Lincoln Financial Advisors Corporation.
- – present · 22 yearsIndianapolis, IN · Adviser representative · Firm CRD 130753
- Lincoln Financial Advisors Corporation– · 3 yearsIndianapolis, IN · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Jason Smith is registered as an investment adviser representative in Indiana, since March 2004.
- IndianaSince 23 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 February 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Ryan Smith
- CRD
- 3180180
- Firm
- Four Quadrant Wealth Advisors · CRD 130753
- Role
- President
- Office
- Indianapolis, IN
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fourquadrantsadvisory.com
Where does Jason Smith work?
Jason Smith has been President of Four Quadrant Wealth Advisors, Inc. since March 2004, and is a control person of the firm.
Is Jason Smith a financial advisor?
Yes. Jason Smith has a current investment-adviser registration in Indiana, through Four Quadrant Wealth Advisors since March 2004.
How many years of experience does Jason Smith have?
Jason Smith has 26 years in the financial industry, since September 2000, across 2 adviser firms.
What exams has Jason Smith passed?
Jason Smith has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in February 1999.
Where is Jason Smith based?
Jason Smith’s registered office is in Indianapolis, IN.
Is Jason Smith registered with FINRA?
No. Jason Smith has no current broker registration.
How can I verify Jason Smith’s record?
Search CRD 3180180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Smith’s full registration record.
