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Jarrett Daniel Simpson
Portfolio Manager-Equities at
Buckingham Strategic Wealth LLC
Profile
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.
Jarrett Daniel Simpson active positions
| Companies | Position | Start |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Portfolio Manager-Equities | 2014-12-31 |
Training of Jarrett Daniel Simpson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
23
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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