Skip Navigation
MassMutual financial professional.

P. "Jordan" Smith, Jremail

Capital Strategies - South Texas

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

  • 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 Trust Co., FSB

    I attended Texas A&M -Corpus Christi, majoring in history and belong to the San Antonio A&M club. My wife, Vanessa, and I have two dogs, Molly and Buddy. We are very active at St. David Episcopal Church.

    Education

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

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CFP®
    • ChFC®
    • CLTC®
    • ChSNC™

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • College Funding Strategies
    • Charitable Giving

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See P.’s Licenses and Disclosures

Connect with P.

*Fields are required

First Name is Required
Last Name is Required
Email is Required
Address is Required
City is Required
ZIP Code is Required
Please enter a valid 10 digit number
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.