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Jason Ashley Simpson

Cerity Partners LLC

New York, NY

Bowling Green, KY

CRD 6456468

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-25
  • KY RA
    APPROVED
    Since 2023-04-25

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

1048 Ashley St., Unit 301, Bowling Green, KY 42103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investment Services Louisville KY 02/2015 04/2023
Cerity Partners Bowling Green KY 04/2023 Present
  • 02/2015 → 04/2023
    Argi Investment Services
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Bowling Green, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-09
  • S65 Uniform Investment Adviser Law Examination
    2015-04-09
Designations
  • Certified Financial Planner
Other Names
  • Jason Simpson

View on SEC IAPD

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