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  2. Jeffrey David Simpson, CLU, ChFC

Jeffrey David Simpson, CLU, ChFC

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Jeffrey David Simpson, CLU, ChFC
Senior Associate | Wealth Manager
Phone: 
(610) 565-9550
E-mail: 
jeff.simpson@dsfg.com

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Jeff has been affiliated with Securian Financial Services since 1995. He has dedicated a majority of his practice to working with professionals, business owners, and families in the tristate area. Jeff’s mission is to help his clients make important financial decisions with ease and confidence so they have money when they need it the most. Jeff uses a client focused process that helps each person work towards their hopes and dreams. Jeff’s financial analysis includes work in the following areas:

 

Financial Planning

Life Insurance 

Disability Income Protection  

Retirement Strategies

Investment Management 

 

Jeff also works with his Diamond State team in the following areas:

 

Employee Benefits

Business Continuation Strategies

Estate Planning

Long-Term Care Insurance

 

Jeff has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. Jeff is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc.

 

Personal

Jeff lives in Media, PA with his wife Lisa and his two daughters Grace and Ava. In his free time, he enjoys spending time with family, golfing, and traveling. Jeff volunteers his time on the Board of Managers at the Rocky Run YMCA in Media and also helps coach both of his daughters youth soccer teams.

 
 
 
 
 

Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
  •  
  •  

UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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