Jonathan Simpson, financial advisor Midvale UT

Jonathan Simpson

CRD Number: 6610564
Current Firm: Securities America Advisors, Inc.

Jonathan Simpson (CRD# 6610564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Midvale, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Midvale, UT Jan 2019 - Current 2
Securities America, Inc. Midvale, UT Nov 2018 - Current 2
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
Jordan School District West Jordan, UT Jun 2013 - Jan 2014 < 1
University Of Utah Salt Lake City, UT Aug 2013 - Dec 2013 < 1
The Church Of Jesus Christ Of Latter-day Saints Independence, MO Jun 2011 - Jun 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Jonathan S. Simpson
Phone Number: 402-399-9111
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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