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).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 42 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 16 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 23 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 16 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 4 years of experience in the finance industry.

5
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.

6
Jason M. Jenkins
CRD#: 5425909
Parker, CO

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.

7
Kenneth A. Jones
CRD#: 6784071
86 Summit Ave, Ste 303, Summit, NJ 07901

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.

8
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 5 years of experience in the finance industry.

9
Christopher Leonard
CRD#: 5044563
86 Summit Ave., Summit, NJ 07901

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.

10
Jeffrey I. McCarty
CRD#: 6363705
27225 Camp Plenty Rd., Suite 5, Santa Clarita, CA 91351

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.

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