Jay Smith Headshot

Jay Smith

In by Mission Wealth

Jay Smith, Senior Wealth Advisor

Jay Smith

CFP®

Senior Wealth Advisor

Washington, DC, Maryland, Virginia

202-888-4540

CONTACT Jay Smith

"I am passionate about helping people make confident financial decisions and building lasting relationships based on trust. I find great fulfillment in guiding clients through life’s milestones and seeing their goals become reality."

As a Senior Wealth Advisor at Mission Wealth, Jay Smith works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Jay delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Jay leverages his expertise to provide clients with tailored advice and guidance.

Learn About Jay Smith

Professional Background

With over 15 years in the financial services industry, Jay Smith brings a comprehensive and client-focused approach to his role as Senior Wealth Advisor at Mission Wealth. Jay began his career in finance in 2010 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2013 through Georgetown University. He graduated from Wake Forest University with a Bachelor of Arts in Economics and a minor in Spanish. Prior to Mission Wealth, Jay worked for six years at a bank based in Old Town Alexandria, VA. He has held roles at boutique financial planning firms as well as a large brokerage firm—experience that helps him provide valuable insight and expert advice to Mission Wealth clients.

Personal Pursuits

Jay lives in Washington, DC, and is an avid traveler, outdoorsman, and athlete. When he is not competing in a race or in his neighborhood gym, you can find him hiking in one of our national parks or planning a trip to a destination he hasn’t yet explored. He brings the same sense of discipline and curiosity that drives his adventures to helping clients navigate their own financial journeys.

In the News

What Is the Best Way to Bring Fairness and Family Harmony to Your Estate Plan

What Is the Best Way to Bring Fairness and Family Harmony to Your Estate Plan?

Learn how to prevent conflict, avoid the fairness trap, and design an estate plan that protects relationships as well as assets, using behavioral finance insights.
Is a Roth IRA Conversion Right for You

Is a Roth IRA Conversion Right for You?

Could you benefit from a tax evaluation to assess whether paying tax now in exchange for years of tax-free growth will create wealth? This article will help you determine whether a Roth conversion aligns with your financial plan.
Making Charitable Giving Easier with Qualified Charitable Distributions

Making Charitable Giving Easier with Qualified Charitable Distributions

Many retirees rely on Qualified Charitable Distributions (QCDs) to give tax-efficiently, but the process can be surprisingly frustrating. Learn how to streamline your QCDs, avoid common pitfalls, and ensure your charitable gifts go exactly where you intend.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US