Jason
Jenkins
Simplicity Wealth
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About this Advisor
Jason Jenkins is a financial advisor based out of Parker, Colorado, who has 4 years of industry experience. Jenkins is an employee of Simplicity Wealth. Over the course of their career, Jenkins has held roles at Jenkins Wealth Management Group, Inc, Jenkins Wealth, Assetlock, Wealth Watch Advisors LLC and Simplicity Wealth, LLC. Jenkins holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Colorado. Simplicity Wealth is an advisory firm headquartered in Summit, NJ. The company has offices in 33 locations and a total of 46 financial advisors. It controls $201 million in assets across its 2,342 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,342 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Simplicity Wealth has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which service is offered. However, fee types billed by Simplicity Wealth most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Jenkins Work History
Jason has been registered as a financial advisor for 4 years.*
Simplicity Wealth, LLC
Wealth Watch Advisors LLC
Assetlock
Jenkins Wealth
Jenkins Wealth Management Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Jenkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
Summit, NJ
Summit, NJ
Denver, CO
Summit, NJ
Summit, NJ
Bowling Green, KY
Summit, NJ
Summit, NJ
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