Simon Paul Jackson

Employer firm

Oneascent Financial Services LLC CRD 284549

$3.54B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2016 → 05/2022
  Swedish Match North America
  Grand Rapids, MN
• 05/2022 → 07/2022
  Unemployed
  Grand Rapids, MN
• 07/2022 → 06/2023
  Thrivent Investment Management Inc
  Grand Rapids, MN
• 07/2022 → 01/2023
  Thrivent Financial
  Appleton, WI
• 01/2023 → 06/2023
  Thrivent Financial
  Appleton, WI
• 06/2023 → Present
  Oneascent Financial Services Llc
  Birmingham, AL

Previous Registrations

• 2022-09-06 → 2023-06-12
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Grand Rapids, MN

Other Businesses

1. GRAND RAPIDS YOUTH BASEBALL ASSOCIATION BOARD MEMBER POSITION: Associate Board Member NATURE: Management, administration, and field maintenance coordination for a non profit youth baseball organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2022 ADDRESS: PO Box 149, Grand Rapids MN 55744, United States DESCRIPTION: Planning and scheduling games and practices for the season. Coordinating Umpires. Managing Concessions. Requesting sponsorships. Routine field Maintenance. 2. St. Joseph's Catholic Church Finance Council. Volunteer position; not compensated; Start date 7/20/2023 3.) Junior High Baseball Coach -- Independent School District 318 -- Not investment related -- Compensated -- 4/2/2026 - 6/2/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-02
• S65 Uniform Investment Adviser Law Examination
  2022-03-07