JL Smith | Holistic Wealth Management logo

JL Smith | Holistic Wealth Management jobs and careers

Avon, United States

As of October 23, 2026, JL Smith | Holistic Wealth Management has no open roles listed.

About JL Smith | Holistic Wealth Management

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

Employees
11 to 50
Headquarters
Avon

Leadership

The top of JL Smith | Holistic Wealth Management's org chart, with how many people report into each leader.

JSPhoto of Jason L Smith

Jason L Smith

Founder | CEO

16 reports

RLPhoto of Robert Lacivita

Robert Lacivita

Chief Operating Officer

8 reports

MSPhoto of Matt Seitz

Matt Seitz

Chief Marketing Officer

2 reports

BBPhoto of Bryan Bibbo

Bryan Bibbo

President & CFO | Partner | Accredited Investment Fiduciary | National Social Security Advisor

1 report

SWPhoto of Sarah Warnkin

Sarah Warnkin

Paraplanner

MSPhoto of Maria Sullivan

Maria Sullivan

Paraplanner

Jobs at JL Smith | Holistic Wealth Management

No open positions right now. Explore more companies on TheJobsMap.

JL Smith | Holistic Wealth Management jobs: common questions

Is JL Smith | Holistic Wealth Management hiring right now?
JL Smith | Holistic Wealth Management has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on JL Smith | Holistic Wealth Management's careers site.
Where is JL Smith | Holistic Wealth Management headquartered?
JL Smith | Holistic Wealth Management is headquartered in Avon, United States.
Who leads JL Smith | Holistic Wealth Management?
Jason L Smith, Founder | CEO, is at the top of JL Smith | Holistic Wealth Management's org chart.
How do I apply for a job at JL Smith | Holistic Wealth Management?
Pick a role on JL Smith | Holistic Wealth Management's TheJobsMap page and select Apply. Every listing links to the original posting on JL Smith | Holistic Wealth Management's own careers site, so you apply directly with the employer.