Simplicity Wealth
Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $201,035,405 in 2,342 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management201MILLION
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$85,839
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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 16 years of experience in the finance industry.
Wendy Fricks (CRD# 4162223) is an Investment Advisor Representative working at Simplicity Wealth in Hoover, AL and has over 23 years of experience in the finance industry.
Christopher Geist (CRD# 5214755) is an Investment Advisor Representative working at Simplicity Wealth in Eden Prairie, MN and has over 16 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 4 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.
Jason Jenkins (CRD# 5425909) is an Investment Advisor Representative working at Simplicity Wealth in Parker, CO and has over 15 years of experience in the finance industry.
Kenneth Jones (CRD# 6784071) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 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 5 years of experience in the finance industry.
Christopher Leonard (CRD# 5044563) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 17 years of experience in the finance industry.
Jeffrey McCarty (CRD# 6363705) is an Investment Advisor Representative working at Simplicity Wealth in Santa Clarita, CA and has over 8 years of experience in the finance industry.