MassMutual financial professional.

P. (Jordan) Smith Jr.email

210-384-3401

P. (Jordan) Smith Jr.email

210-384-3401

Capital Strategies - South Texas

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

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 Private Wealth & Trust, FSB

I attended Texas A&M - Corpus Christi with a major in history and minor in psychology. I belong to the San Antonio A&M club, the San Antonio German Club, and the Order of the Alamo. On the weekends, you can find me either fixing something around my house, gardening, hunting, chasing golf balls, spending quality time with friends/family, or playing with my dog, Maverick.

Education

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

Languages: English, Spanish

Credentials: CFP®, ChFC®, ChSNC™

Specialties:Business Owners, Military, Special Needs, Financial Planning, Retirement Income Planning, Investment Strategies, Risk Management Strategies

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