Defined Wealth Management
42yrs
Top advisor by experience in Beaverton
11yrs
Based in Beaverton, Oregon, Mark Simpson is a fiduciary financial advisor with 11 years of industry experience. Mark joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 145 advisors with offices in Beaverton, and one of 135 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 54% of advisors at Edward Jones
Office14780 SW Osprey Drive Suite 295, Beaverton, OR 97007
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Contact Mark
Local office(503) 524-2078Ask for Mark. (314) 515-2000Main office · St. Louis, MO 14780 SW Osprey Drive Suite 295Beaverton, OR 97007Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (503) 524-2078 or the Edward Jones main office at (314) 515-2000, and ask for Mark Simpson.
How long has Mark been a financial advisor?
Mark has been in the industry since 2015, about 11 years. More experience than 54% of advisors at Edward Jones.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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