Jarrett Daniel Simpson

Gestore di Portafoglio-Azioni presso Buckingham Strategic Wealth LLC

Finance

Consumer Services

Profilo

Mr. Jarrett D.
Simpson is a Wealth Advisor at Buckingham Strategic Wealth LLC.
Prior to joining Buckingham Strategic Wealth in 2015, Mr. Simpson worked as an Independent Financial Planner with Money Concepts Inc. and as a Client Relationship Manager with State Street Bank & Trust.
He graduated from the University of Kansas with a Bachelor’s degree in Finance and a Master’s in Sports Administration.
He has passed the Series 7 and Series 66 securities exams and holds the Certified Financial Planner designation.

Posizioni attive di Jarrett Daniel Simpson

Società	Posizione	Inizio
Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.	Gestore di Portafoglio-Azioni	01/01/2015

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Formazione di Jarrett Daniel Simpson

University of Kansas

Graduate Degree

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Aziende private

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Aziende private	1
Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.	Finance