Jamale
Carothers
Simplicity Wealth
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About this Advisor
Jamale Carothers is a financial advisor based out of Bowling Green, Kentucky with 1 year of industry experience. Carothers currently works for Simplicity Wealth. Over the course of their career, they have held roles at N/A, Biggs Financial Services, Simplicity Wealth, Clj Investment Group, Podium Properties and Carothers Real Estate. Carothers has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Kentucky. Simplicity Wealth is a company based in Summit, NJ. It has offices in 33 locations and a total of 46 financial advisors. It administers $201 million in assets under management between its 2,342 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,342 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, including 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 usually are based on the services. However, fee types billed by Simplicity Wealth may include any combination 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
Jamale Carothers Work History
Jamale has been registered as a financial advisor for 1 years.*
Simplicity Wealth
Clj Investment Group
N/A
Podium Properties
Carothers Real Estate
Biggs Financial Services
N/A
*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 Jamale Carothers 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
Bowling Green, KY
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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