Jason Smoot
Advisor Experience at American Endowment Foundation- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Experience
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American Endowment Foundation
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United States
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Financial Services
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1 - 100 Employee
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Advisor Experience
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Sep 2021 - Present
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Real Estate Prep Servicrs, LTD
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Lakewood, Ohio, United States
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Owner
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May 2020 - Sep 2021
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Huntington National Bank
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United States
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Banking
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700 & Above Employee
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VP, Senior Client Advisor
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2018 - 2019
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Oswald Financial, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor - Wealth Management at Oswald Financial, Inc.
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2016 - 2018
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PNC
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United States
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Financial Services
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700 & Above Employee
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Officer, Associate Institutional Client Advisor
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2011 - 2016
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Fifth Third Bank, Key Investment Services
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Cleveland/Akron, Ohio Area
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Financial Consultant
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2006 - 2009
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National City Bank
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Banking
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700 & Above Employee
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Financial Advisor
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2000 - 2006
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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1997 - 2000
401k Plan Client Service 401k Plan Client Service
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Zweig-Dimenna Associates
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Capital Markets
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1 - 100 Employee
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Trading Assistant
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1995 - 1996
Hedge fund trading desk. Hedge fund trading desk.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Trading Assistant
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1994 - 1995
Derivatives Trading Desk Derivatives Trading Desk
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Charlton Goin, Capital Management
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Greater New York City Area
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Assistant Specialist
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1992 - 1994
American Stock Exchange American Stock Exchange
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Education
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1988 - 1992
Albright College
Bachelor of Science (BS), Politics & History
Community
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