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James R. Smith, Sr.

James R. Smith, Sr.

Investment Advisor Representative

601 East Pecan Street
Pflugerville, TX 78660


James has been in the insurance and financial services industry for 3 years. He began his career as a registered representative for a major brokerage firm.   His responsibilities included financial planning, wealth management and increasing sales.


In 2017, he joined Jerry Lawyer & Associates, Inc. He currently serves as a Registered Representative and Investment Advisor Representative for Design your Future.  He also is the President of James Smith Sr. and Associates, an insurance brokerage.


James is a balanced mixture of new and old. He has traditional hospitality, with a modern mentality. As a client, you are family. His enthusiasm and passion for helping his clients is a key quality in the industry.


James lives in Harker Heights, Texas with his beautiful wife, Sandra, and their adorable son, James II. He enjoys spending time out on the golf course, cheering on his favorite sports teams, and hunting, fishing and volunteering within his community.



·         University of Tulsa, Tulsa, OK.

·         Bachelor of Science; Accounting

·         Webster University, Webster Groves, MO.

·         Masters in Business Administration, General

·         FINRA Series 7 and 66 Licenses

·         General Lines Life & Health Life Insurance License


·         Securities States: OK, TX, GA, KS