Jarrett Daniel Simpson

Gestor de Cartera-Acciones en Buckingham Strategic Wealth LLC .

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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.

Cargos activos de Jarrett Daniel Simpson

Empresas	Cargo	Inicio
Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.	Gestor de Cartera-Acciones	01/01/2015

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Formación de Jarrett Daniel Simpson.

University of Kansas

Graduate Degree

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Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.	Finance