Jenna Simpson, CFP®

VP of Operations / Financial Advisor


Jenna was raised in Southwest Florida and moved to Jacksonville to attend The University of North Florida in 2012. At UNF she dual majored and graduated in 2016 with a Bachelors in Finance and a Bachelors in Financial Services from one of the top 5 programs in the country. During her senior year she entered the financial services industry, working for New York Life in a commissions-only role. Realizing that “salesperson” was not the role for her, she transferred to the other extreme and worked for a fee-only boutique firm in Jacksonville.

Limited in her growth and learning opportunities, Jenna joined NuVenture’s independent firm. NuVenture offered her freedom to explore many financial needs her clients may face, and they have continuously encouraged her to continue her education. After many years of study, dedication, and the support of her team, she obtained her CERTIFIED FINANCIAL PLANNER™ mark.

Working under the independent umbrella of NuVenture, she has the ability to advise others and develop strong relationships with the clients she works with. Jenna is an Investment Adviser Representative and aims to help assist the families she works with in their financial goals through decade’s long relationships. She enjoys engaging with these families and helping them with their retirement. Her goal is to increase the financial literacy for all she works with and within the community.

Outside of work, Jenna and her husband Michael enjoy travelling to and camping in National Parks, watching their favorite sci-fi shows, and enjoying crafts. However, continuing education, advancement in her field, and the continuing growth and development of NuVenture Financial Group is always at the top of her mind.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Read Avoid Retirement Regrets: Five Facts to Learn Now, Not Later

The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger was not compensated in any way.

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