Jimmie Simpson (CRD# 6827430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willow Park, TX and has over 6 years of experience in the finance industry.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Willow Park, TX | Aug 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Willow Park, TX | Aug 2023 - Current | < 1 |
| Uncommon Stewardship | Willow Park, TX | Aug 2023 - Current | < 1 |
| White Buffalo Wealth LLC | Willow Park, TX | Aug 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Jul 2017 - Aug 2023 | 6 |
| Baylor Scott & White | Waco, TX | Nov 2016 - Jun 2017 | < 1 |
| Baylor University | Waco, TX | Aug 2015 - May 2017 | 1 |
| Vaaler Creek Golf Club | Blanco, TX | Jun 2015 - Jul 2015 | < 1 |
| Hardin-simmons University | Abilene, TX | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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