P. "Jordan" Smith, Jr

Credentials:
  • CFP®
  • CLTC®
  • ChFC®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, College Funding Strategies, Charitable Giving

Languages: English, Spanish

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

I attended Texas A&M -Corpus Christi, majoring in history and belong to the San Antonio A&M club. My wife, Vanessa, and I have two dogs, Molly and Buddy. We are very active at St. David Episcopal Church.

Education

Texas A&M - Corpus Christi (2009-2010)

See P.’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact P.

*Fields are required

MassMutual South Texas

Main Office

10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157

Visit Agency WebsiteYou are now leaving MassMutual's website and will be redirected to an agency's website.

CRN201912-180567