St. Louis

Jarrett Simpson

CFP®, NSSA

Wealth Advisor

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Jarrett Simpson

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jarrett Simpson

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • NSSA – National Social Security Advisor Certificate Holder

About Jarrett

Jarrett’s motivation for working in wealth management comes from a belief that there is a better way for people to plan — and win — their financial futures. He is driven to help individuals and families develop a focused strategy, one that gives them confidence that they can live the life they imagined.

A native of Kansas City, Jarrett now lives in St. Louis with his wife Katie and their daughter. They love to ski and travel to new places. He has a passion for sports and worked in baseball analytics after graduate school before turning his focus to finance and investing.

Education and Professional Milestones

  • University of Kansas – bachelor’s degree in finance and master’s in sports administration
  • Money Concepts Inc.. and State Street Bank & Trust