Jay Smith CFP®
Based in Washington, D.C., Jay helps busy professionals, business owners, executives, and families coordinate retirement, investments, taxes, estate considerations, and major liquidity events.
Ways to Connect
Languages Spoken
- Spanish
- English
Who Jay Typically Helps
Busy professionals, business owners, executives with equity compensation, pre-retirees, retirees, families navigating liquidity events, multigenerational families.
Serving Clients in
Washington, DC • Maryland • Virginia • Bethesda • Chevy Chase • McLean • Arlington • Alexandria • Communities throughout the DC metropolitan area
Available nationwide through virtual meetings
Questions Jay Helps Answer
- How can I create sustainable retirement income?
- How should I manage concentrated stock and equity compensation?
- How should I plan for a business sale or inherited assets?
- How can I coordinate tax and estate planning?
- How can I organize cash flow and wealth across generations?
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.
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.
Jay’s Frequently Asked Questions
The process is highly collaborative and personalized. Jay helps simplify complexity and bring organization to areas that can feel disconnected. Rather than considering investments, taxes, retirement planning, estate considerations, and cash flow separately, he helps clients understand how those pieces work together. Clients can expect consistent, proactive, and understandable communication. Jay wants clients to feel comfortable asking questions and to understand the thought process behind each recommendation. Most importantly, clients should expect an ongoing relationship rather than a one-time plan. As life changes, markets shift, or new opportunities arise, Jay continues refining the strategy with them.
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor