Joshua Weslie Simpson
Investment adviser representative at Illumination Wealth Management
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$471.1MFirm 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 assetsFixed 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
10 years in the industry.
- Illumination Wealth ManagementJul 2026 to now
- Lacrosse OfficialJan 2020 to now
- Price Financial GroupApr 2026 to Jul 2026
- Bain Wealth ManagementJan 2024 to Apr 2026
- United Parcel ServiceNov 2023 to Dec 2023
- Northwest Baptist FoundationJun 2023 to Nov 2023
- Aldrich Cpas and AdvisorsJan 2023 to Apr 2023
- Wealth AllianceJun 2022 to Aug 2022
- DominosSep 2019 to Jan 2020
- State of OregonAug 2019 to Dec 2025
- City of Hermiston Parks and RecreationSep 2018 to Apr 2019
- Independent Contractor With the Washington Lacrosse Officials AsJan 2018 to Mar 2020
- Unemployed MinorApr 2016 to Sep 2018
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Illumination Wealth Management
Legal name: Rinkey Investments
$471.1MAssets managed
215Clients
10Advisers
4 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
- 7595065
- Firm CRD
- 149576