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Chief Compliance Officer · Simplyrich

Steve N. Jurman

CRD 6913384 · Named on Form ADV at one SEC-registered adviser

At a glance

Simplyrich, an SEC-registered wealth manager with $439 million in regulatory assets, lists Steve N. Jurman on its Form ADV as Chief Compliance Officer.

Firms and roles

  • SimplyrichChief Compliance OfficerWealth manager · United States · $439M in regulatory assets

AtlasMembers

Steve’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steve’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.