Rodney Jarrell, financial advisor Summit NJ

Rodney Jarrell

CRD Number: 6386637
Current Firm: Simplicity Wealth
Compensation Model: Both

Rodney Jarrell CPA, CFP®, IAR (CRD# 6386637) is an Investment Advisor Representative working at Global Financial Private Capital, LTD in Carrollton, TX and has 35 year of experience in the finance industry.

CONTACT
Similar Advisors
Danna Jacobs, financial advisor Summit NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Summit NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Summit NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Jarrell Tax Planning Carrollton, TX Apr 2021 - Current 2
Simplicity Wealth, LLC Summit, NJ Jul 2019 - Current 4
University Of Dallas Irving, TX Mar 2017 - Current 7
Lakeview Financial Solutions Carrollton, TX Feb 2009 - Current 15
Just Mortgages, Inc. Carrollton, TX Sep 2017 - Dec 2023 6
Global Financial Private Capital, LLC Sarasota, FL Aug 2015 - Oct 2016 1
Gradient Home Mortgage Arden Hills, MN Sep 2013 - Oct 2015 2
Financial Security Services Group, Inc. Grapevine, TX Aug 2014 - Jul 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rodney D. Jarrell
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    2,342
    ACCOUNTS
  • Average Account Value
    $85,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Rodney Jarrell and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.