Joseph Allen Simpson
Investment adviser representative at Eversource Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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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
- Seminars and workshops
Experience
13 years in the industry.
- Eversource Wealth Advisors, LLCJan 2024 to now
- Simpson Family Ii, LLCSep 2017 to now
- Barnes-pettey Financial Advisors, LLCJan 2018 to Sep 2023
- Highland CapitalNov 2014 to Nov 2019
- Raymond James Financial Services, Inc,Oct 2013 to Sep 2023
- Raymond James Financial Services Advisors Inc.Oct 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MS).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 3093722
- Firm CRD
- 286340