Jason Michael Simmons
Investment adviser representative at Red Oak Financial Group
11 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- LPL Financial LLCMar 2025 to now
- Red Oak Financial Group, LLCFeb 2025 to now
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Financial Planning ServicesJun 2022 to Feb 2025
- Pruco Securities, LLCJun 2022 to Nov 2024
- Apg Federal Credit UnionSep 2017 to Jun 2022
- Lincoln Financial Advisors CorporationMay 2017 to Aug 2017
- Fisher InvestmentsApr 2017 to May 2017
- UnemployedOct 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Red Oak Financial Group
Legal name: Red Oak Financial Group, LLC
$1BAssets managed
1,202Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909514
- Firm CRD
- 166912