# JL Smith | Holistic Wealth Management jobs and careers

> 0 open roles at JL Smith | Holistic Wealth Management as of October 23, 2026. Source: https://www.thejobsmap.com/company/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.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | Avon, United States |
| Employees | 11 to 50 |
| Industries | Finance |
| Website | https://jlsmithgroup.com |

## Leadership

- Jason L Smith, Founder | CEO
- Robert Lacivita, Chief Operating Officer
- Matt Seitz, Chief Marketing Officer
- Bryan Bibbo, President & CFO | Partner | Accredited Investment Fiduciary | National Social Security Advisor
- Sarah Warnkin, Paraplanner
- Maria Sullivan, Paraplanner

## 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.