Simon Paul Jackson
Financial advisor at Oneascent Financial Services LLC · Birmingham, AL
Last updated 2026-10-10
Claim your profileSimon Paul Jackson is a financial advisor at Oneascent Financial Services LLC in Birmingham, AL, CRD 7584899. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2022-09-06.
Registration
- CRD number
- 7584899
- Registration status
- Active
- IAPD registration
- 2022-09-06
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- MN
Licenses and exams
- Series 65
- Series 63
Work history
- 2016-04 to 2022-05 · Swedish Match North America · Grand Rapids, MN
- 2022-05 to 2022-07 · Unemployed · Grand Rapids, MN
- 2022-07 to 2023-06 · Thrivent Investment Management Inc · Grand Rapids, MN
- 2022-07 to 2023-01 · Thrivent Financial · Appleton, WI
- 2023-01 to 2023-06 · Thrivent Financial · Appleton, WI
- 2023-06 to Present · Oneascent Financial Services LLC · Birmingham, AL
Current employment
- Oneascent Financial Services LLC · Birmingham, AL
Oneascent Financial Services LLC
- Regulatory AUM
- $3,537,993,573
- Registered advisors
- 85
- Offices
- 58
- Clients per advisor
- 62.1 (Moderate)
- Average AUM per client
- $670.2K (Low)
- High-net-worth client ratio
- 15.2% (Moderate)
Oneascent Financial Services LLC: advisors, services and reported ETF investments
About
Simon Paul Jackson is a financial advisor at Oneascent Financial Services LLC in Birmingham, AL. Reported securities licenses include Series 65 and Series 63. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Thrivent Financial, Thrivent Investment Management Inc, Unemployed, Swedish Match North America, among others.
SEC disclosures list additional business and community activities: 1: administrative support and account servicing; men's soccer coaching.
Oneascent Financial Services LLC's firm-level Form ADV reports 85 advisors across 58 offices; approximately 62.1 clients per advisor, average assets per client of $670,201, and regulatory AUM of $3.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.3B across 294 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Simon Paul Jackson personally.
Reported ETF positions
Oneascent Financial Services reports 294 ETF positions worth $1.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| OAIM — OneAscent International Equity ETF | $127.3M |
| VOO — Vanguard S&P 500 ETF | $115.1M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $89.1M |
| PTL — Inspire 500 ETF | $83.7M |
| ISMD — Inspire Small/Mid Cap ETF | $39.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Oneascent Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $2.3M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $16.6M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.1M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Oneascent Financial Services LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
Location
100 Grandview Place, Birmingham, AL 35243
85 advisors at this office.
Contact
The firm's filed contact details.
Official record
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