Reid Jeffrey Simpson
Investment Adviser Representative at IAMS Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Reid Jeffrey Simpson is an investment adviser representative with IAMS Wealth Management, LLC in Scottsdale, AZ, where they have been registered since 2023. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Personalized Financial and NEXT Financial Group, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
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.
- NEXT Financial GroupAug 2014 – Jul 2021Phoenix, AZ
- Personalized FinancialJul 2021 – no end date reportedPhoenix, AZ
- NEXT Financial GroupOct 2014 – Jul 2021Phoenix, AZ
- REID Simpson, PLLCAug 2021 – no end date reportedScottsdale, AZ
- Rvelocity, Inc.Sep 2021 – Jan 2023Scottsdale, AZ
- Silsync Inc.Feb 2021 – Jan 2023Gilbert, AZ
- IAMS Wealth ManagementJul 2023 – no end date reportedOmaha, NE
- Golfcoursehomes.com, LLCJun 2023 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IAMS Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
- First $500,0001.85%
- Next $500,0001.70%
- Next $1,000,0001.55%
- Over $2,000,0000.00%
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
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Omaha, NE
- SEC file number:
- 801-108875
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at IAMS Wealth Management, LLC
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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. Reid Jeffrey Simpson 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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