Jason Smith, CISPTransactions Manager

Jason handles investments for clients’ IRAs in real estate, private stock, mortgages, promissory notes and private equity. He assists clients with maintaining their accounts, providing knowledgeable resources for clients to utilize with their self-directed IRAs. Jason is a graduate of University of South Florida where he earned a bachelor degree in business management.

Contact: (800) 425-0653 ext. 1159

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