Reid Jeffrey Simpson
Investment adviser representative at Iams Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$397.2MFirm assets
9 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Iams Wealth Management, LLCJul 2023 to now
- Golfcoursehomes.com, LLCJun 2023 to now
- Reid Simpson, PllcAug 2021 to now
- Personalized FinancialJul 2021 to now
- Rvelocity, Inc.Sep 2021 to Jan 2023
- Silsync Inc.Feb 2021 to Jan 2023
- Next Financial GroupAug 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Iams Wealth Management, LLC
$397.2MAssets managed
1,633Clients
53Advisers
9 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
- 6374409
- Firm CRD
- 286085