Jason C. Smith

CENTENNIAL ADVISORS

Austin, TX 78730

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CRD#: 6931095

Professional summary

Jason Carroll Smith, CFP® is a registered financial advisor currently at CENTENNIAL ADVISORS, LLC located in Austin, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jason has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Heroes CrossFit Address: 300 Brushy Creek Rd, unit 501, Cedar Park, TX, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 04/13/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a part time coach paid as a contractor, not an employee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Carroll Smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 28, 2024 - Present

CENTENNIAL ADVISORS, LLC

Office #1: 10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730

RIA

CRD#: 290778

Austin, TX

Past

August 16, 2018 - October 24, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

GEORGETOWN, TX

Past

June 28, 2018 - October 24, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

GEORGETOWN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/31/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/15/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/2018

General Securities Representative Examination

Current Firm

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/31/2022 Terminated)

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Contact information

Main Address

10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730

Mailing Address

Phone number

(512) 265-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTENNIAL ADVISORS WRAP FEE BROCHURE (5/2/2025)

FORM ADV PART 2A (5/2/2025)

Regulatory assets under management

Total Number of Accounts	981
AUM (Assets Under Management)	$ 169,816,405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason C. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Carroll Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTENNIAL ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

CENTENNIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/28/2018

Current Firm

CENTENNIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTENNIAL ADVISORS, LLC

TRUST BUT VERIFY

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