Jeffrey Simpson is a ChFC-designated registered investment advisor, based in Media, PA, with 30 years of industry experience.
Location
124 E State Street, Media, PA, 19063
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an agent/broker selling fixed insurance products since 2018, dedicating a few hours per week. He also serves on the advisory board for Rocky Run YMCA, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2012 - August 2023 · 11 yrs 6 mos
Securian Financial Services, INC.Broker
September 1995 - August 2023 · 27 yrs 11 mos
State Registrations17 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.