Jason Simpson, Cfp® Email & Phone Number

As a CFP at ARGI, I work with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services.I focus on working with employees of Johnson & Johnson, assisting them in making the most of their complex benefits as it relates to their overall financial plan.If you have questions about retirement preparedness or whether you are making the most of your employer benefits, we should talk.ARGI offers professional guidance and advice in all aspects of your financial plan, including:• Financial Planning• Investment Management• Corporate Benefits Solutions (integrating employer benefits into your financial plan)• Tax Services• Insurance Solutions• Estate Planning & Trust ServicesARGI Investment Services manages more than $4 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Cincinnati, OH, Indianapolis, IN, Norwalk, CT, and Grand Rapids, MI and serve personal and business clients across the country.Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. ARGI & Johnson & Johnson are separate and unrelated entities. ARGI is not endorsed or retained by JNJ and does not have any arrangements to provide services to JNJ employees.

Listed skills include Finance, Microsoft Office, Leadership, Microsoft Excel, and 2 others.

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  Western Kentucky University

  3.70 Overall / 3.95 In Degree Field