Jackie Lee Simpson
Investment adviser representative at Cw Securities, LLC
36 yearsExperience
1 stateRegistered in
$113.5MFirm assets
Under 1 yearFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)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
36 years in the industry.
- Cw Securities, LLCAug 2004 to now
- Pinkstaff Simpson & Headrick PcJan 2015 to Jul 2026
- Pinkstaff, Daniels & Simpson PcNov 1990 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cw Securities, LLC
$113.5MAssets managed
145Clients
3Advisers
Under 1 yearIn 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
- 3081967
- Firm CRD
- 124496