Justin
Jones

Simplicity Wealth

CRD#7617738
Investment Advisor
in Summit, NJ

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About this Advisor

Justin Jones is a financial advisor based out of Summit, New Jersey with 1 year of industry experience. Jones is currently employed by Simplicity Wealth. Over the course of their career, they have held roles at 3-Mentors/Gameplan Financial, Simplicity and Simplicity Wealth. Jones holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Georgia and Ohio. Simplicity Wealth is a firm operating out of Summit, NJ. The investment advisory business has offices in 33 locations and a total of 46 employees. It controls $201 million in assets across its 2,342 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,342 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which services are provided. However, fee types charged by Simplicity Wealth most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

86 Summit Ave Ste 303
Summit, NJ 07901

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Simplicity Wealth Brokerage Details

Total Assets Under Management

$201,035,405

NJ Average: $10,121,009,343
Total Number of Employees

46

NJ Average: 92
Total Number of Accounts

2,342

NJ Average: 6,978
Average Account Size

$85,839

NJ Average: $1,450,417

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

Justin Jones Work History

Justin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Simplicity Wealth

2017 - Present (7 years)

Simplicity

2013 - 2017 (4 years)

3-Mentors/Gameplan Financial

*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 Justin Jones 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

Christopher Leonard
Summit, NJ
John Hathaway
Denver, CO
Daniel Rhoads
Summit, NJ
Jackson Sowell
Bowling Green, KY
Justin Jones
Summit, NJ
Daniel Nicolaescu
Summit, NJ
Ronald Swanick
Summit, NJ
Christopher Geist
Eden Prairie, MN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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