Advisor at OneAscent Financial Services LLC
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Firm
OneAscent Financial Services LLC
Location
Grand Rapids, MN 55744
Credentials
Series 63, Series 65
Industry experience
3 years
Simon Jackson is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He is an associate board member of the Grand Rapids Youth Baseball Association and serves on the finance council of St. Joseph's Catholic Church. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and integrates a range of investment solutions including unified managed accounts and overlay managers.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances
Certain professionals are registered representatives and receive customary commissions for insurance and securities sales
Financial planning hourly rate between $125 and $500 per hour
Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees
32 Nw 4th St.
Grand Rapids, MN 55744
Minnesota
OneAscent Financial Services LLC
2023 - Present (3 years)
Thrivent Financial
2023 - 2023 (1 year)
Thrivent Investment Management Inc
2022 - 2023 (1 year)
Thrivent Financial
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Swedish Match North America
2016 - 2022 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Cohasset, MN
Velouria Capital Management LLC
Series 63, Series 65
Bovey, MN
The Retirement Planning Center
Series 63, Series 65
Deer River, MN
Sutterfield Financial Group, Inc.
Series 66
Grand Rapids, MN
Ascentis Independent Advisors, LLC
Series 66
Grand Rapids, MN
OneAscent Financial Services LLC
CFP®, Series 66
Grand Rapids, MN
OneAscent Financial Services LLC
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