AdFi
SP

Simon Paul Jackson

Investment Adviser Representative at ONEASCENT FINANCIAL SERVICES LLC

Grand Rapids, MNCRD #7584899Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/2/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 3/7/2022
Series 7
General Securities Representative Examination
Passed 8/16/2022
SIE
Securities Industry Essentials Examination
Passed 7/20/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Oneascent Financial Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ONEASCENT FINANCIAL SERVICES LLCCurrent
6/9/2023Grand Rapids, MN
THRIVENT INVESTMENT MANAGEMENT INC.
9/6/20226/12/2023Grand Rapids, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ONEASCENT FINANCIAL SERVICES LLC

Showing 12 of 78 in the directory

View ONEASCENT FINANCIAL SERVICES LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simon Paul Jackson 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.

Simon Paul Jackson - Financial Advisor in Grand Rapids, MN | AdvisorFinder