Jack Simpson
Jack Simpson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milwaukee, WI, with 45 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
759 N. Milwaukee Street, Suite 301, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other 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
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
The Milwaukee CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations37 states
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
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