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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.

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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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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Why a Corporate Fiduciary Could Be Right for You

Why a Corporate Fiduciary Could Be Right for You

In today’s world, estate planning can be an intense and complex process. These issues can be caused by many factors, such as federal and state tax laws and the types of property or assets a person owns. If you layer on unique family dynamics (e.g. a blended family,...

The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

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