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Jason L Smith, CEP®, BPC

Jason L Smith

Jason L Smith, CEP®, BPC

Founder | Chief Executive Officer

Jason L Smith, CEP®, BPC is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of C2P, as well as JL Smith Holistic Wealth Management, his own financial services practice.

At JL Smith, Jason built a self-sustaining model where his practice can run with or without him. Last year, they brought in over $90M of new assets – with Jason having to work less than one day per week! His passion is sharing this business model with other advisors to help them grow; walking them through The Rainmaker Multiplier Model & Process. He recently authored a book on the development of this process which will be launching in late spring of 2024.

Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement, which was recently named by U.S. News & World Report as one of the Top 10 Retirement Planning Books; the only one based on a financial planning process. 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 kids responsible spending, saving, and earning principles, Days Can Be Sunny for Bunnies and Money.

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.

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.

He is also Founder and CEO of Prosperity Capital Advisors, a planning-first RIA, which was recognized by USA Today as one of the Best Financial Advisory Firms in 2023, based on the growth of assets under management and recommendations from clients and peers.

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