Reid Jeffrey Simpson

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2014 → 07/2021
  Next Financial Group
  Phoenix, AZ
• 07/2021 → Present
  Personalized Financial
  Phoenix, AZ
• 10/2014 → 07/2021
  Next Financial Group
  Phoenix, AZ
• 08/2021 → Present
  Reid Simpson, Pllc
  Scottsdale, AZ
• 09/2021 → 01/2023
  Rvelocity, Inc.
  Scottsdale, AZ
• 02/2021 → 01/2023
  Silsync Inc.
  Gilbert, AZ
• 07/2023 → Present
  Iams Wealth Management
  Omaha, NE
• 06/2023 → Present
  Golfcoursehomes.COm, Llc
  Phoenix, AZ

Previous Registrations

• 2021-08-09 → 2023-12-31
  Personalized Financial
  Phoenix, AZ
• 2014-10-20 → 2021-08-02
  Next Financial Group, Inc.
  Chandler, AZ
  Phoenix, AZ

Other Businesses

1) Reid Simpson, PLLC POSITION: Real Estate Salesperson NATURE: Real Estate Sales/Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/2021; ADDRESS: 18219 N. 66th Pl., Phoenix, AZ 85054; DESCRIPTION: Salesperson representing the buying and selling of residential real estate in Arizona, associated with other business activity since April 2019 in capacity as Broker for GolfCourseHomes.com. 2) Reid Simpson POSITION: Agent NATURE: Insurance (Fixed Annuities, Life/Health) INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 02/20/2015; ADDRESS: 18219 N 66th Pl, Phoenix, AZ 85054; DESCRIPTION: Insurance agent. 3) PERSONALIZED FINANCIAL; INVESTMENT ADVISOR REPRESENTATIVE & MANAGING PARTNER; 18219 N. 66th Pl., Phoenix, AZ 85054; INVESTMENT ADVISORY SERVICES; 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS. 4) GOLFCOURSEHOMES.COM, LLC; FOUNDING MEMEBER; NON-INVESTED RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; MARKETING SERVICES; 8 HOURS PER MONTH DURING TRADING AND NON TRADING HOURS; MARKETING SERVICES FOR REAL STATE AGENTS.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-06

Other Names

• Reid Simpson