J.P. Morgan Securities
19yrs
Top advisor by experience in Jeffersontown
4yrs
Michael Simpson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Jeffersontown, Kentucky. Michael joined Edward Jones in 2023, 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 5 advisors with offices in Jeffersontown, and one of 5 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office3920 Ruckriegel Parkway Suite 112, Jeffersontown, KY 40299
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 ?1 state
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
- 2023 – nowEdward JonesCurrent firm
Contact Michael
Local office(502) 267-0078Ask for Michael. (314) 515-2000Main office · St. Louis, MO 3920 Ruckriegel Parkway Suite 112Jeffersontown, KY 40299Office · Get directions
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Michael’s local office at (502) 267-0078 or the Edward Jones main office at (314) 515-2000, and ask for Michael Simpson.
How long has Michael been a financial advisor?
Michael has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael 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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