Jonathan Scott Simpson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2018
  E*Trade Securities Llc
  Sandy, UT
• 11/2018 → 06/2024
  Securities America, Inc.
  Murray, UT
• 06/2016 → 08/2017
  University Of Utah
  Salt Lake City, UT
• 01/2019 → 06/2024
  Securities America Advisors
  Murray, UT
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Murray, UT
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Murray, UT
• 01/2025 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2025 → Present
  Synergy Financial Advisors
  Murray, UT

Previous Registrations

• 2024-06-14 → 2025-01-21
  Osaic Wealth, Inc.
  Murray, UT
• 2019-01-04 → 2024-06-14
  Securities America Advisors, Inc.
  Midvale, UT
  Murray, UT

Other Businesses

1. Fixed insurance sales; as of 1/15/2025; 5% of time spent during business hours; Not/Conducted at branch location; Investment related. 2. Owner, JSS Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2025; 0% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-19
• S63 Uniform Securities Agent State Law Examination
  2016-05-05

Designations

• Certified Financial Planner

Other Names

• Jonathan Scott Simpson
• Scott Simpson