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Jason Barclay Smith is a financial advisor professional located in Bennington, NE. They specialize in financial advisory. With over 27 years of experience, they bring deep expertise to every client.
Jason Barclay Smith - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jason Barclay Smith is a financial advisor based in Bennington, Nebraska, operating through Osaic Wealth, Inc. With 27 years in the financial services industry, Smith brings extensive experience to client relationships. His work is regulated under FINRA CRD licensing, which oversees broker-dealer activities and investment advisory practices. Smith's background reflects decades of involvement in wealth management and financial planning within the region.
A FINRA CRD license indicates that Jason Barclay Smith is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means Smith's qualifications, disciplinary history, and business activities are tracked and regulated by FINRA, ensuring compliance with securities laws and industry standards. The CRD (Central Registration Depository) system provides transparency about his licensing status and regulatory standing in the financial services industry.