Jeffrey
Mccarty
Simplicity Wealth
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About this Advisor
Jeffrey Mccarty is a financial advisor working out of Canyon Country, California who has 4 years of industry experience. Mccarty currently works for Simplicity Wealth. Their career trajectory has included roles at Redhawk Wealth Advisors, Inc, Prestige Financial Advisors, Virtue Capital Management, LLC, Simplicity Wealth, LLC, The Document People and U.S. Veterans Administration. Mccarty has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in California. Simplicity Wealth is a business that has its headquarters in Summit, NJ. It has offices in 33 locations and a total of 46 people on staff. It administers $201 million in assets under management among its 2,342 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,342 accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The company has a number 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 usually vary depending on which services are provided. Fee types charged by Simplicity Wealth most likely are comprised of 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
Jeffrey Mccarty Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Simplicity Wealth, LLC
The Document People
Prestige Financial Advisors
U.S. Veterans Administration
Virtue Capital Management, LLC
Redhawk Wealth Advisors, 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 Jeffrey Mccarty 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
Summit, NJ
Summit, NJ
Bowling Green, KY
Denver, CO
Summit, NJ
Parker, CO
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