Simplicity Wealth

Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $3,166,555,578 in 6,188 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,167
    MILLION
  • Total Number of Accounts
    6,188
    ACCOUNTS
  • Average Account Value
    $511,725
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

Financial Advisors at Simplicity Wealth
Showing 1 - 10 of 47 top financial advisors.
1
Nathaniel P. Barton
CRD#: 4737250
86 Summit Ave, Ste 303, Summit, NJ 07901

Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 17 years of experience in the finance industry.

2
Wendy T. Fricks
CRD#: 4162223
5184 Caldwell Mill Road, Suite 204-241, Hoover, AL 35244

Wendy Fricks (CRD# 4162223) is an Investment Advisor Representative working at Simplicity Wealth in Hoover, AL and has over 24 years of experience in the finance industry.

3
Christopher F. Geist
CRD#: 5214755
6400 Flying Cloud Drive, Eden Prairie, MN 55344

Christopher Geist (CRD# 5214755) is an Investment Advisor Representative working at Simplicity Wealth in Eden Prairie, MN and has over 17 years of experience in the finance industry.

4
William Green
CRD#: 6787671
86 Summit Ave, Ste 303, Summit, NJ 07901

William Green (CRD# 6787671) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 5 years of experience in the finance industry.

5
Kenneth D. Greene
CRD#: 5634288
6170 Ridgeview Ct Ste E, Reno, NV 89519

Kenneth Greene (CRD# 5634288) is an Investment Advisor Representative working at Simplicity Wealth in Reno, NV and has over 15 years of experience in the finance industry.

6
Rodney D. Jarrell
CRD#: 6386637
86 Summit Ave, Ste 303, Summit, NJ 07901

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.

7
Jeffrey D. Juniper
CRD#: 5550662
8757 E Via De Ventura, Suite 240, Scottsdale, AZ 85258

Jeffrey Juniper (CRD# 5550662) is an Investment Advisor Representative working at Simplicity Wealth in Scottsdale, AZ and has over 15 years of experience in the finance industry.

8
Douglas M. Langford
CRD#: 5112229
Logan, UT

Douglas Langford (CRD# 5112229) is an Investment Advisor Representative working at Simplicity Wealth in Logan, UT and has over 17 years of experience in the finance industry.

9
Elena M. Larson
CRD#: 6848392
86 Summit Ave, Ste 303, Summit, NJ 07901

Elena Larson (CRD# 6848392) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.

10
Lenny R. Martinez
CRD#: 6391987
Farmers Branch, TX

Lenny Martinez (CRD# 6391987) is an Investment Advisor Representative working at Simplicity Wealth in Farmers Branch, TX and has over 9 years of experience in the finance industry.

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