Jason Smith founded Legacy Private Wealth Advisors in 2024 to deliver the kind of advice he believes clients deserve: independent, fiduciary, and built around each family's complete financial picture. He brings more than a decade of experience in the financial services industry, having worked across client service, investment research and analysis, financial planning, and portfolio construction and management before launching his own firm.
Jason's practice centers on retirement income planning, investment management, and estate planning—helping clients not just accumulate wealth, but convert it into lasting income and a durable legacy. As a fiduciary, he is obligated to put his clients' interests first, and he treats that standard as the foundation of every relationship rather than a regulatory formality. Beyond his individual practice, Jason collaborates with other financial advisors and partners with community banks throughout the region to bring wealth management services to their customers.
Jason is a CERTIFIED FINANCIAL PLANNER™ professional and a candidate for the CFA® Charter. He holds FINRA Series 7, 66, and 24 securities registrations and is licensed to assist clients with life and long-term care insurance solutions. He earned his bachelor's degree from the University of Illinois at Urbana-Champaign.
Jason and his family live in Central Illinois. Away from the office, he enjoys global travel, scuba diving, hiking, and reading—and he remains a committed lifelong learner.