Jason Smith

Jason has been consulting on group retirement plans and as a private wealth advisor for 23 years, and the last 14 years working at HUB. He was one of the first advisors to start the HIIS division, and has grown into a leadership role over the past decade. Jason has experience and clients with diverse needs, employee populations and plan design concepts. In particular, Jason and his team currently act as co-fiduciaries for over 65 401k and 403b plans. The team also consults on various deferred compensation, exec bonus and group life insurance based programs. As it currently stands, Jason and his team are responsible for over 600 million of plan assets out of the100 billion the HUB advisor network. 

Jason started his career for the State of Michigan’s Financial Institution Bureau where he worked on a team tasked with identifying non-compliant lending and investment advising practices. He quickly realized there was a societal need for quality consultants who were in it for the long term. From there Jason joined PensionTrend out of Okemos, MI where he began his career as a financial advisor with a focus on 401k plans. The timing was right to learn about market downturns as within his first year the dot.com bubble crashed the market. 

Jason and his wife Michelle decided to move to California in 2007. After a short time he was able to identify a small group of health consultants that called themselves Intercare Insurance Solutions. In retrospect, “his leap of faith” to join them was the best career decision he ever made. However, Jason once again was faced with adversity as he had to help clients navigate through the 2008 crash right out of the gate. He decided then to never change jobs again. 

Jason was the 17th hire by Intercare, and it quickly grew to over 100 employees. In 2013 HUB acquired Intercare, and in addition to an amazing approach to the employee wellbeing on health consulting, Intercare was an attractive target giving their ability to also consultant on group retirement— something HUB was looking to enter. Fast forward 8 years, and Jason and his team continue to expand both locally and help grow HUB’s national brand. 

BS in Finance from the Eli Broad School of Business and Michigan State Univ. MBA from the University of Michigan. 

Spending time with his family and being a dad and coaching sports. Michelle and Jason have two boys Wyland (8) and Sidney (6) and a black lab named Bella (10/70). As a family traveling to National Parks has become a theme (currently have been to 13 together)

Registered Representative of HUB International Investment Services, Inc. and Cambridge Investment Research, Inc.  Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC.  Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and HUB International are not affiliated.