Jaxson Simmerman
Investment Adviser Representative at Pittenger & Anderson Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jaxson Simmerman is an investment adviser representative with Pittenger & Anderson Inc in Lincoln, NE, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pittenger & AndersonOct 2023 – no end date reportedLincoln, NE
- Charles SchwabJun 2023 – Aug 2023Omaha, NE
- Dundee BankJun 2022 – May 2023Omaha, NE
- Bullpen TournamentsMay 2021 – Aug 2021Westfield, IN
- University of NE- OmahaOct 2020 – May 2023Omaha, NE
- Orscheln Farm & HomeJul 2019 – Dec 2019Seward, NE
- Lincoln SaltdogsMay 2018 – Aug 2018Lincoln, NE
- Modern Woodmen of AmericaAug 2023 – Oct 2023Lincoln, NE
- Seward Public SchoolsAug 2012 – May 2020Seward, NE
- UnemployedMay 2020 – Aug 2020Seward, NE
- University of NE- OmahaAug 2020 – no end date reportedOmaha, NE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pittenger & Anderson Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $1,000,000 (waivable)
- $0 - $500,0001.00%
- $500,001 - $2,000,0000.88%
- $2,000,001 - $5,000,0000.75%
- $5,000,001 - $10,000,0000.63%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lincoln, NE
- SEC file number:
- 801-49107
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 7, 2026
View full firm profileOther advisors at Pittenger & Anderson Inc
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jaxson Simmerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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