Simon Paul Jackson
Investment adviser representative at Oneascent Financial Services LLC
7 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 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
- Seminars and workshops
Experience
7 years in the industry.
- Oneascent Financial Services LLCJun 2023 to now
- Thrivent FinancialJul 2022 to Jun 2023
- Thrivent Investment Management IncJul 2022 to Jun 2023
- UnemployedMay 2022 to Jul 2022
- Swedish Match North AmericaApr 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 7584899
- Firm CRD
- 284549