Jaxson Simmerman
Investment adviser representative at Pittenger & Anderson Inc
14 yearsExperience
1 stateRegistered in
$3BFirm assets
26 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pittenger & Anderson IncOct 2023 to now
- University of Ne- OmahaAug 2020 to now
- Modern Woodmen of AmericaAug 2023 to Oct 2023
- Charles SchwabJun 2023 to Aug 2023
- Dundee BankJun 2022 to May 2023
- Bullpen TournamentsMay 2021 to Aug 2021
- UnemployedMay 2020 to Aug 2020
- Orscheln Farm & HomeJul 2019 to Dec 2019
- Lincoln SaltdogsMay 2018 to Aug 2018
- Seward Public SchoolsAug 2012 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
Pittenger & Anderson Inc
$3BAssets managed
920Clients
14Advisers
26 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
- 7740045
- Firm CRD
- 111033