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Since our start in 1992, we have established an impressive track record of extraordinary planning ideas for our clients. We are established and well respected.
As the Founder of SmartWealth,® Randy has earned his reputation as a highly successful financial advisor. In fact, he is often referred to as "the expert's expert," as he provides advice and counsel to other planning professionals. Randy is a Chartered Life Underwriter,® Chartered Financial Consultant,® and Certified Financial Planner™ as well as holding a Bachelor's degree in Engineering and a Juris Doctor (law) degree.
While no longer actively practicing law, Randy remains a member of the Florida Bar and its Real Property, Probate & Trust Law and Tax Law sections. He has served as an officer and board member of the Central Florida Estate Planning Council. Randy is also a member of the Society of Financial Service Professionals, and the National Association of Insurance & Financial Advisors.
A native of Florida, Jason Greene attained his undergraduate education from the University of Florida (B.A. Sociology 1995). Jason then went on to business school to earn his MBA (Finance Concentration) from the University of Central Florida. In addition to his graduate studies in Business and Finance, he taught several undergraduate finance lab classes.
Jason’s financial career began in the banking industry immediately after graduating with his MBA. He continued in banking and Private Wealth Management for seven years before joining the SmartWealth team.
Jason takes pride in the relationships he builds with his clients who know their best interest is his top priority. He thrives on educating his clients while tackling their most pressing issues. He also cares a great deal about the community in which we live and work which is why Jason has served on the campaign cabinet for the local United Way outfit, helping many in our community. Jason has also served as a mentor to a high school student as well as a volunteer Junior Achievement teacher at a local middle school.
Jason Greene, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912, (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, N.Y. SmartWealth®, Inc. is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC.
PAS is a member FINRA, SIPC. www.FINRA.org
The Registered Representative is securities licensed in Florida and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
Mr. Ellington is licensed to sell life and health insurance in the states of CO, FL, GA, MN, NJ, OH, SC, and TX.
Mr. Ellington is registered for the sale of securities in the states of FL, GA, MN, MS, NJ, NV, OH, OK, and TX.
Mr. Ellington is registered as an investment adviser representative in the states of FL, MN, MS, NJ, NV, OH, OR, and TX.