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Jarrett Daniel Simpson
Gestionnaire de Portefeuille-Actions chez
Buckingham Strategic Wealth LLC
Profil
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.
Postes actifs de Jarrett Daniel Simpson
| Sociétés | Poste | Début |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Formation de Jarrett Daniel Simpson
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Sociétés cotées
Entreprise privées
Relations
23
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
