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Jason Simpson

Portfolio Manager, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation

M.A. (Economics), Colorado State University
B.S., Northern Arizona University
Level III CFA Candidate

Having recently moved to Tulsa from Washington, Jason joined Argent-subsidiary AmeriTrust in 2020 as a Portfolio Manager and assists in the management and oversight of the AmeriTrust Core Value strategy. Additional responsibilities for Jason include discretionary management of individual stock and bond portfolios for individual and institutional client accounts.

Jason brings with him a wealth of investment knowledge having previously specialized in manager research and due diligence. An accomplished investment research and portfolio management professional, Jason is highly regarded for objective and technical market analysis, specializing in transforming creative research into key findings with actionable recommendations.

He holds a B.S. degree from Northern Arizona University and an M.A. degree in Economics from Colorado State University. Jason is a Level III Candidate in the CFA program and active member of the CFA Society of Oklahoma.

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

Wealth Management

Wealth Management

Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

The Morning View: January 21, 2020

The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

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