Jason Smith
Four Quadrant Wealth Advisors · Indianapolis, Indiana
Jason Smith is a fee-only financial advisor at Four Quadrant Wealth Advisors in Indianapolis, Indiana. Four Quadrant Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jason →
Facts
| Firm | Four Quadrant Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $219.0M across 552 accounts |
| SEC registration | Investment adviser representative in IN · CRD 3180180 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.4quadrant.com |
How Jason's firm compares
- Four Quadrant Wealth Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 552 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
Is Jason Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Four Quadrant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Four Quadrant Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Smith based?
Jason Smith is based in Indianapolis, Indiana.
Is Jason Smith registered with the SEC?
Yes. Jason Smith is registered as an investment adviser representative in IN (CRD 3180180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Four Quadrant Wealth Advisors manage?
Four Quadrant Wealth Advisors reports $219.0M across 552 accounts in assets under management.
How do I contact Jason Smith?
Through Jason's website, www.4quadrant.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.