Simon Jackson (CRD# 7584899) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 2 years of experience in the finance industry.
CRD# 1886620
Horace Mann Investors, Inc.
CRD# 2690823
Oneascent Financial Services LLC
CRD# 3206727
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Oneascent Financial Services LLC | Birmingham, AL | Jun 2023 - Current | < 1 |
Thrivent Financial | Appleton, WI | Jan 2023 - Jun 2023 | < 1 |
Thrivent Investment Management Inc. | Grand Rapids, MN | Jul 2022 - Jun 2023 | < 1 |
Thrivent Financial | Appleton, WI | Jul 2022 - Jan 2023 | < 1 |
Unemployed | Grand Rapids, MN | May 2022 - Jul 2022 | < 1 |
Swedish Match North America | Grand Rapids, MN | Apr 2016 - May 2022 | 6 |
Sandstroms | Grand Rapids, MN | Oct 2008 - Apr 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
S63 | Uniform Securities State Law Examination | Sep 2022 |
- MN
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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