Jeffrey
Simpson
Securian Financial Services, Inc
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About this Advisor
Jeffrey Simpson is a chartered financial consultant operating out of Media, Pennsylvania with 11 years of relevant experience. Simpson is an advisor for Securian Financial Services, Inc. During their career, Simpson has held roles at Securian Financial Services, Inc, Wexco Financial Group, Minnesota Life and Wechsler/Marsico Agency. Simpson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Securian Financial Services, Inc is a registered investment company headquartered in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 advisors. It administers $21 billion in total assets across its 76,075 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 165 charities and foundations. Of its 76,075 accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Securian Financial Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the services offered. However, fee types charged by Securian Financial Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Simpson Work History
Jeffrey has been registered as a financial advisor for 11 years.*
Securian Financial Services, Inc
Wexco Financial Group
Minnesota Life
Wechsler/Marsico Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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