St. Louis

Jarrett Simpson

CFP®, NSSA

Wealth Advisor

190 Carondelet Plaza, Suite 600
Clayton, MO 63105

Jarrett Simpson
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