Jonathan Simpson (CRD# 6610564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 7 years of experience in the finance industry. Jonathan Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
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Five Seasons Financial Planning LLC
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Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Murray, UT | Jan 2019 - Current | 5 |
| Securities America, Inc. | Murray, UT | Nov 2018 - Current | 5 |
| E*trade Securities LLC | Sandy, UT | Feb 2016 - Nov 2018 | 2 |
| University Of Utah | Salt Lake City, UT | Jun 2016 - Aug 2017 | 1 |
| Salt Lake Community College | Taylorsville, UT | Jan 2014 - Apr 2016 | 2 |
| Alorica, Inc. | Magna, UT | Jan 2014 - Jan 2016 | 2 |
| In-n-out Burger | West Jordan, UT | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- UT
-
Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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