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Jessica Simpson, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Jessica Simpson

CFP®, APMA

Private Wealth Advisor

Envisage Wealth

An Ameriprise Private Wealth Advisor

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor in Economics, Denison University

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Best-in-State Wealth Advisors, 2021, 2023-2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Envisage Wealth, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022-2024
  • Envisage Wealth, Investment News Best Places to Work for Financial Advisors , 2024
  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2023

Community participation

As member of my Condo Association, I have held the role as treasurer for the past 5 years.

Interests

My interests include athletics, travel, the outdoors and spending time with my friends and family.

Honored to be Recognized in Forbes

I am excited to share that I've been named to the 2023 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team-your dedication inspires me every day.

The 2023 Forbes Top Women and Best-in-State Women Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.