Jason Smith has been an investment adviser representative at Centennial Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners. Jason Smith holds a Bachelor of Science in Economics from United States Naval Academy and a Master of Science in Technology Commercialization from McCombs School of Business, University of Texas.
Centennial Advisors, LLC is an Austin, TX firm with $237M under management, 468 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Jason Smith is Wealth Advisor of Centennial Advisors. He deployed around the globe as an Infantry Officer in the United States Marine Corps. He helped start Heroes CrossFit in Cedar Park, which was sold in 2015, and he still helps coach there.
Jason Smith’s longest registration was 6 years at Raymond James & Associates, Inc. (2018–2024). Before joining Centennial Advisors in 2024, Jason Smith was registered through Raymond James & Associates, Inc.
- Centennial Advisors, LLCCurrent– present · 1 yearAustin, TX · Adviser representative · Firm CRD 290778
- Raymond James & Associates, Inc.– · 6 yearsGeorgetown, TX · Adviser representative · Firm CRD 705
Professional designations
Listed by Centennial Advisors
- CFP®
Investment adviser representative registrations
Jason Smith is registered as an investment adviser representative in Texas, since October 2024.
- TexasSince 28 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 August 2018 |
| Series 7 | General Securities Representative Examination | 28 June 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Carroll Smith
- CRD
- 6931095
- Firm
- Centennial Advisors · CRD 290778
- Office
- 10815 RANCH ROAD 2222, BLDG 3C SUITE 200, Austin, TX 78730
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iwanttoretirewell.com
Where does Jason Smith work?
Jason Smith is an investment adviser representative registered through Centennial Advisors, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jason Smith a financial advisor?
Yes. Jason Smith has a current investment-adviser registration in Texas, through Centennial Advisors since October 2024.
How many years of experience does Jason Smith have?
Jason Smith has 8 years in the financial industry, since June 2018, across 2 adviser firms.
What exams has Jason Smith passed?
Jason Smith has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2018. FINRA credited Jason Smith with the SIE, which began in October 2018.
Where did Jason Smith work before Centennial Advisors?
Before Centennial Advisors, Jason Smith was registered through Raymond James & Associates, Inc., August 2018 to October 2024.
Where is Jason Smith based?
Jason Smith’s registered office is in Austin, TX.
Is Jason Smith registered with FINRA?
No. Jason Smith has no current broker registration.
Is Jason Smith a CFP?
Centennial Advisors lists Jason Smith with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jason Smith’s record?
Search CRD 6931095 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Smith’s full registration record.
- Sara Reese-RossmanChief Operating Officer
- Kristin PrieurChief Compliance Officer
Michael ReeseFounder, CEO