Jamison
Davis
Simplicity Wealth
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About this Advisor
Jamison Davis is a financial advisor based in Summit, New Jersey with a total of 2 years of relevant experience. Davis currently works for Simplicity Wealth. During their career, Davis has held roles at Eastern Hills Bible Church, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Prudent Life Agency, The Leaders Group Inc, Allstate Insurance Company, Cetera Advisors LLC, Lpl Financial, Nbt Bank, S.E.T. For Advisors, Simplicity Group Holdings, Simplicity Wealth, LLC, Life Planning Financial, LLC and Guardian Wealth Management. Davis has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Arizona and Colorado. Simplicity Wealth is a business based in Summit, NJ. It has offices in 33 locations and a total of 46 people on staff. It manages $201 million in total assets among its 2,342 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,342 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Simplicity Wealth performs a wide array 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 vary depending on which services are offered. However, fee types charged by Simplicity Wealth can include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$201,035,405
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
46
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,342
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$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
Jamison Davis Work History
Jamison has been registered as a financial advisor for 2 years.*
Simplicity Wealth, LLC
Guardian Wealth Management
Simplicity Group Holdings
Life Planning Financial, LLC
S.E.T. For Advisors
Cetera Advisors LLC
Lpl Financial
Nbt Bank
The Leaders Group Inc
Allstate Insurance Company
Prudent Life Agency
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Eastern Hills Bible Church
*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 Jamison Davis 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
Denver, CO
Bowling Green, KY
Summit, NJ
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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