Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Paul Jackson is an investment advisor representative currently registered with Oneascent Financial Services LLC. Simon is based in Grand Rapids, Minnesota. Simon holds licenses to conduct business in the state of Minnesota. Prior to working with Oneascent Financial Services LLC, Simon was employed by Thrivent Investment Management Inc in Grand Rapids, Minnesota. Simon is also a board member of the Grand Rapids Youth Baseball Association. Simon specializes in a variety of areas including financial planning, portfolio management, and consulting.
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.
Consulting
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.
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2
MN
06/09/2023 - Present
Oneascent Financial Services LLC (Grand Rapids MN)
MN
08/16/2022 - 06/12/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Grand Rapids MN)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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