Jaxson Simmerman

Jaxson Simmerman serves as an Investment Officer at Pittenger & Anderson, Inc., where he plays a key role in portfolio management, investment research, and trading operations for client accounts. As part of the firm’s trading and research team, he is actively engaged in analyzing public equities, portfolio allocation strategies, and producing research on market trends—especially within major asset classes like U.S. large-cap stocks as represented by the S&P 500.

Prior to his current position, Jaxson built foundational industry experience as a Client Service and Operations Associate at Pittenger & Anderson and as a Client Services and Support Intern at Charles Schwab. His responsibilities have spanned client relationship management, operations support, and direct trading desk activities, giving him a comprehensive understanding of both front- and back-office investment functions.

Jaxson holds a Bachelor of Business Administration in Economics and Business Analytics from the University of Nebraska at Omaha, equipping him with robust analytical and financial modeling skills. At Pittenger & Anderson, he has contributed notable analytical insights, such as developing data visualizations on equity sector weightings, and is recognized for his dedication to research and continuous improvement in the investment management field.