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RIA / WealthAdvisor15 years in industry

JASON JAMES SMITKA

Advisor at FINANCIAL & TAX ARCHITECTS, LLC

Overland Park, KS

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Search this name across graphsid dfx:ria:af2c87a8-1084-237a-8a22-5b66b89b84e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL & TAX ARCHITECTS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 5, 2013
First registration: Jan 14, 2014
Dual registered: no
IAPD individual key: 3079456

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL & TAX ARCHITECTS, LLC	Independent wealth	Feb 14, 2022	n/a	yes	Overland Park, KS	Current employment
SCOUT WEALTH MANAGEMENT, LLC	n/a	Aug 24, 2018	Feb 15, 2022	no	Shawnee, KS	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 3, 2017	Jun 19, 2018	no	SHAWNEE, KS	Previous registration
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Jan 14, 2014	Dec 31, 2016	no	OVERLAND PARK, KS\|Overland Park, KS\|Shawnee, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCOUT WEALTH MANAGEMENT, LLC	FINANCIAL & TAX ARCHITECTS, LLC	Feb 15, 2022	Feb 14, 2022	-1	Firm change	Other
AE WEALTH MANAGEMENT, LLC	SCOUT WEALTH MANAGEMENT, LLC	Jun 19, 2018	Aug 24, 2018	66	Firm change	Other
CREATIVEONE SECURITIES, LLC	AE WEALTH MANAGEMENT, LLC	Dec 31, 2016	Jan 3, 2017	3	Firm change	Other

Relationships

Registered with (4)

→ FINANCIAL & TAX ARCHITECTS, LLCRegistered adviserregistration: current employment
Feb 14, 2022 to presentfactForm ADV
→ SCOUT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 24, 2018 to Feb 15, 2022factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 3, 2017 to Jun 19, 2018factForm ADV
→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 14, 2014 to Dec 31, 2016factForm ADV

Dated events

Occurred
Feb 15, 2022
Advisor changed firm
Jason James Smitka left Scout Wealth Management, Llc for Financial & Tax Architects, Llc (registered 2022-02-14)
Form ADVobserved 6 days ago