Jeffrey
Juniper
Simplicity Wealth
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About this Advisor
Jeffrey Juniper is a financial advisor based in Scottsdale, Arizona, working with Simplicity Wealth. Jeffrey has previously held positions at Strategic Personal & Business Insurance Solutions Dba Life Plan, Brook Storm Capital Management, Retirement Wealth Advisors, Protect R World, Inc, Juniper Wealth Management, LLC, American Retirement Institute, Soterus1, LLC, and Simplicity Wealth. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, and Texas. Currently, Jeffrey is part of Simplicity Wealth, which operates out of Scottsdale, Arizona. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Juniper Work History
Simplicity Wealth
Juniper Wealth Management, LLC
Soterus1, LLC
Retirement Wealth Advisors
Strategic Personal & Business Insurance Solutions Dba Life Plan
American Retirement Institute
Protect R World, Inc
Brook Storm Capital Managment
Disclosures
Please visit the SEC profile of Jeffrey Juniper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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