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CFP
JS
CFP

Joseph Simpson

Eversource Wealth Advisors, LLC
26 Years of Experience
Oxford, MS
1 Disclosure
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Joseph Simpson is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Oxford, MS, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B in assets under management.

Eversource Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
4,338 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

319 N Lamar Blvd, Ste. 302, Oxford, MS, 38655

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2023
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is the managing member of several LLCs, primarily focused on real estate ventures, including residential rentals, undeveloped land, and restaurants. He also manages Joseph A Simpson CFP, PLLC, which handles administrative tasks for his investment advisory business.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Barnes Pettey Financial Advisors, LLC
February 2017 - October 2023 · 6 yrs 8 mos
Raymond James Financial Services Advisors, INC
October 2013 - February 2017 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2013 - October 2023 · 10 yrs
Morgan Stanley
June 2009 - October 2013 · 4 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2013 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.
February 2009 - June 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2003 - February 2009 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2003 - February 2009 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2001 - July 2003 · 1 yr 10 mos
Nylife Securities INC.Broker
March 2000 - September 2001 · 1 yr 6 mos
State Registrations1 state
MS
Advisor

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.
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