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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Simpson is a financial advisor with Cerity Partners LLC. Jason has been in the industry since February 2015. Jason is registered with the state of Kentucky. Jason holds the Series 65 license. Jason specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and portfolio management for pooled investment vehicles. Jason also has expertise in Tax Services and Bill Pay.
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.
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.
Tax services; bill pay
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
04/25/2023 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 04/09/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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