C2P Advisory Group

Jason L Smith

Jason L Smith, Certified Financial Fiduciary®, CEP®, CLTC

Founder | CEO

Jason 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 consistently called upon to speak at many industry events, including Ed Slott’s Elite IRA Advisor GroupSMworkshops, 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.

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