Jimmie Logan Simpson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2017 → 08/2023
  Edward Jones
  St Louis, MO
• 11/2016 → 06/2017
  Baylor Scott & White
  Waco, TX
• 08/2015 → 05/2017
  Baylor University
  Waco, TX
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Willow Park, TX
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Willow Park, TX
• 08/2023 → Present
  White Buffalo Wealth
  Willow Park, TX

Previous Registrations

• 2017-09-18 → 2023-08-11
  Edward Jones
  Willow Park, TX
  St Louis, MO
  Willow Park, TX
  Benbrook, TX
  Willow Park, TX

Other Businesses

(1)Name of Business: White Buffalo Wealth LLC Address: 5147 E Interstate 20 Service Rd S, Willow Park, TX, 76087, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2017-09-16