Simplyrich
Simplyrich (CRD# 119311) is a financial advisory firm headquartered in Jacksonville, TX. They manage $292,444,442 in 226 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management292MILLION
-
Total Number of Accounts226ACCOUNTS
-
Average Account Value$1,294,002
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
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.
CA, NY, OR, TX
Financial Advisors at Simplyrich
1
Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Carlsbad, CA and has over 21 years of experience in the finance industry.
2
Steve Jurman (CRD# 6913384) is an Investment Advisor Representative working at Simplyrich in Burbank, CA and has over 5 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.