Rodney
Jarrell
Simplicity Wealth
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About this Advisor
Rodney Jarrell is a certified financial planner based in Summit, New Jersey with a total of 4 years of relevant experience. Jarrell is currently employed by Simplicity Wealth. Their career trajectory has included roles at Sfmc, Lp, Gradient Home Mortgage, Lakeview Financial Solutions, Financial Security Services Group, Inc, Global Financial Private Capital, LLC, Simplicity Wealth, LLC, Just Mortgages, Inc, University Of Dallas and Jarrell Tax Planning. Jarrell has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Texas. Simplicity Wealth is a registered investment company that has its headquarters in Summit, NJ. It has offices in 33 locations and a total of 46 employees. It handles $201 million in total assets between its 2,342 customer accounts, placing it among the mid-sized financial advisory firms in the country 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 investable assets. The firm 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Simplicity Wealth most likely consist of some 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
![](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
Rodney Jarrell Work History
Rodney has been registered as a financial advisor for 4 years.*
Jarrell Tax Planning
Simplicity Wealth, LLC
Just Mortgages, Inc
University Of Dallas
Lakeview Financial Solutions
Global Financial Private Capital, LLC
Financial Security Services Group, Inc
Gradient Home Mortgage
Sfmc, Lp
*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 Rodney Jarrell 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
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Bowling Green, KY
Glastonbury, CT
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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