Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Diener Simpson is a financial advisor with Raymond James Financial Services Advisors, Inc. Jack has been working in the financial services industry since 1981 and has a wide range of experience. Jack holds licenses in various states and has a strong track record of providing financial advice to individuals, families, and businesses. Jack's firm, Raymond James Financial Services Advisors, Inc., provides financial services such as financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
06/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MILWAUKEE WI)
FL
02/20/1987 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
08/13/1985 - 03/12/1987
PAINEWEBBER INCORPORATED
NA
04/25/1985 - 08/12/1985
ROBERT W. BAIRD & CO. INCORPORATED
NA
05/31/1984 - 05/02/1985
THE MILWAUKEE COMPANY
NA
06/23/1981 - 06/04/1984
ROBERT W. BAIRD & CO. INCORPORATED
BC
Issued 03/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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