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Jake Simkins

Osaic Wealth, Inc.

Butte, MT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-04-08
  • MT RA
    APPROVED
    Since 2025-04-08

Branch Locations

29 Discovery Drive, Butte, MT 59701 • 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
Charles Schwab & Co., Inc Lone Tree CO 02/2023 03/2025
Cccs Inc. Butte MT 08/2016 12/2018
Unemployed Denver CO 12/2018 03/2019
Iron Woman Construction And Environmental Services Denver CO 03/2019 07/2021
Cellar Door Investments San Diego CA 04/2021 07/2022
Yazoo Bbq Co Denver CO 06/2021 07/2022
Summit Financial Advisors Butte MT 08/2021 02/2023
Osaic Butte MT 04/2025 Present
  • 02/2023 → 03/2025
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 08/2016 → 12/2018
    Cccs Inc.
    Butte, MT
  • 12/2018 → 03/2019
    Unemployed
    Denver, CO
  • 03/2019 → 07/2021
    Iron Woman Construction And Environmental Services
    Denver, CO
  • 04/2021 → 07/2022
    Cellar Door Investments
    San Diego, CA
  • 06/2021 → 07/2022
    Yazoo Bbq Co
    Denver, CO
  • 08/2021 → 02/2023
    Summit Financial Advisors
    Butte, MT
  • 04/2025 → Present
    Osaic
    Butte, MT
Previous Registrations
Other Businesses

1ROC Pile LLC| Investment Related:No|29 Discovery Drive Butte; MT 59701 USA| Rental Services (Other than Real Estate)|Member|2021-04-28|HoursPerMonth Less than 20|HoursSpent During Security Trading :0|I Reconcile the bank statement with rental fees monthly

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2024-06-12
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24

View on SEC IAPD

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DIANE MARIE ARNTSON
LEO CHARLES MCCARTHY
Jenna Marie McCarthy
James Manning
KAYLEE ANN REYNOLDS
William D Daily
DANIEL MCCAFFERY REGAN

Other Offices

EDWARD JONES · BUTTE, MT
STATE FARM INVESTMENT MANAGEMENT CORP. · Butte, MT
EDWARD JONES · BUTTE, MT
OSAIC WEALTH, INC. · BUTTE, MT
EDWARD JONES · BUTTE, MT
EDWARD JONES · BUTTE, MT
OSAIC WEALTH, INC. · BUTTE, MT
CETERA INVESTMENT ADVISERS LLC · BUTTE, MT

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