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Jack Simpson
44 Years of Experience
Milwaukee, WI
1 DisclosureBroker
Jack Simpson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milwaukee, WI, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
759 N. Milwaukee Street, Suite 301, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2007Denied
Other Business Activities
Jack owns RJ-Milwaukee, a support company/DBA, since 2021. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Robert Thomas Securities, INCBroker
February 1987 - January 1999 · 11 yrs 11 mos
Painewebber IncorporatedBroker
August 1985 - March 1987 · 1 yr 7 mos
Robert W. Baird & CO. IncorporatedBroker
April 1985 - August 1985 · 4 mos
The Milwaukee CompanyBroker
May 1984 - May 1985 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
June 1981 - June 1984 · 3 yrs
State Registrations37 states
ALARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMONCNENJNMNYOHORPATNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.