Jason L Smith, CEP®, BPC

Jason L SmithFounder | Chief Executive Officer

Jason L Smith, CFF, CEP, BPC is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the founder and CEO of C2P Enterprises, as well as JL Smith, his own holistically run financial services practice.

Jason joined his father’s insurance agency in 1995 before starting his own financial services practice. With a goal of improving the lives of American families through holistic financial planning, he utilizes his own accomplishments as an advisor to teach others how to achieve success. Jason regularly trains advisors through live events, webinars, podcasts, and coaching calls. He uses his own practice to develop proven processes and test market concepts. His office is available for select advisors to observe him and his team for training purposes.

In addition to his role at Valor Capital Management, Jason is the founder and CEO of C2P Enterprises, the holding company for Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; Clarity Insurance Marketing, fiduciary-friendly insurance marketing organization (IMO); and Clarity 2 Prosperity, a financial training, coaching and IP development organization.

Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He also wrote Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-authored The Hiring Advantage. Jason’s Bucket Plan philosophy inspired a children’s book designed to teach kid’s responsible spending, saving, and earning principles, Days Can Be Sunny for Bunnies and Money.

Jason is a regular speaker at industry events; in 2015 he was recognized as one of Investment News’ 40 Under 40, and named to Crain’s Notable Wealth Managers list. He is often cited in industry and national media and he’s been featured on television discussing the importance of providing holistic financial services.

Jason and his wife, Holly, have a daughter, Jordan, and two sets of twins: Wyatt and Berkeley, and Lincoln and Lennon. Jason enjoys reading, grilling, yoga, strength training, and anything that gets him outdoors.

CEP® (Certified Estate Planner™) is a financial, legal, or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP).