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).
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Total Assets Under Management3,167MILLION
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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
Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 18 years of experience in the finance industry.
Christopher Geist (CRD# 5214755) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 17 years of experience in the finance industry.
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.
Kenneth Greene (CRD# 5634288) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 15 years of experience in the finance industry.
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.
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.
Douglas Langford (CRD# 5112229) is an Investment Advisor Representative working at Simplicity Wealth in Logan, UT and has over 18 years of experience in the finance industry.
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.
Lenny Martinez (CRD# 6391987) is an Investment Advisor Representative working at Simplicity Wealth in Farmers Branch, TX and has over 10 years of experience in the finance industry.
Jeffrey McCarty (CRD# 6363705) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 10 years of experience in the finance industry.