Justin
Jones
Simplicity Wealth
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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
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
Justin Jones Work History
Justin has been registered as a financial advisor for 1 years.*
Simplicity Wealth
Simplicity
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
Bowling Green, KY
Summit, NJ
Summit, NJ
Denver, CO
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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