Investment adviser representative · Simplicity Wealth
Jeffrey D. Juniper
CRD 5550662 · Scottsdale, AZ
At a glance
Jeffrey D. Juniper is an investment adviser representative with Simplicity Wealth in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Simplicity WealthSince April 2024Scottsdale, AZ · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.