Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors in New Jersey
Every SEC-registered investment adviser representative at a Simplicity Wealth office in New Jersey, by city and A to Z.
112 registered advisors work at Simplicity Wealth in New Jersey, out of 228 nationwide; it's the firm's number 1 state by advisors, and the most are in Summit (108). 17 list the CFP designation and 17 are also registered broker representatives.
Simplicity Wealth advisors by city in New Jersey
Every firm in New Jersey →Simplicity Wealth advisors in New Jersey, A to Z
Search by name →- Corey AboodSummit
- Terry M. AndersonSummit · Certified Financial Planner
- Ifeanyi Andrew AnyafoSummit
- Kevin L. ArshamSummit
- Derrick S. AvelarSummit · Certified Financial Planner
- John D. BakerSummit
- Dionne J. BanksSummit
- Nathaniel P. BartonSummit
- Timothy A. BeauregardSummit · Certified Financial Planner
- Mary BellofattoPine Brook
- Stephen BeneSummit
- Chad E. BlantonSummit
- Andrew G. BourkeSummit
- Douglas C. BryanSummit
- Robert V. BurnetteSummit
- Alan D. CantrellSummit
- Jeffrey CostelloBerkley Heights
- Anne W. CoupeSummit
- Jeffrey S. CrystalSummit
- Rebecca R. DesotoSummit · Certified Financial Planner
- Derek J. DraperSummit
- Mary A. EhlertSummit · Certified Financial Planner
- Jeremy A. ErismanSummit
- Robert M. FreemanSummit
- William D. FrierSummit
- Douglas S. GahnSummit
- Jose M. GarzaSummit · Certified Financial Planner
- Michael C. GilbertSummit
- Darcy B. GonsalvesSummit · Certified Financial Planner
- Jason D. GriffithSummit
- Richard GustafsonSummit
- Paul W. HardingSummit
- Logan R. HarrisSummit
- Trent M. HartSummit
- Stephen A. HartelSummit
- Mary E. HeilSummit
- Michael HenrySummit
- Michael K. HerrmannSummit
- Jared W. HillmanSummit
- Linda A. HiltonSummit · Certified Financial Planner
- Ryan J. HoganSummit
- John R. HooverSummit · Certified Financial Planner
- Joshua R. HueneSummit
- Gabriel HurtSummit
- Jedediah V. HussSummit
- Jonathan D. JarboeSummit
- Rodney D. JarrellSummit · Certified Financial Planner
- Justin J. JonesSummit
- Judith KellnerSummit
- Collin KellySummit
- Michael P. KellySummit · Chartered Financial Consultant
- Anne B. KiserSummit
- Brennan KnutsonSummit
- Devin M. LarkinsSummit
- Elena M. LarsonSummit
- Bryce P. LeeSummit
- Christopher J. LesterCream Ridge · Chartered Financial Consultant
- David R. LesterSummit
- Ryan J. LovellSummit
- Christian F. LunaSummit
- John M. MalarikSummit
- Erin B. McCannSummit
- Matthew McCormackSummit
- Edward J. MercierSummit
- Kendall MiedemaSummit · Certified Financial Planner
- Derrick R. MimsSummit
- Alex P. MoorheadSummit
- Michael V. MortellaroSummit
- Timothy M. MurphySummit
- Anika M. NelsonSummit
- Kevin P. NuberSummit
- Ethan N. OgdenSummit · Certified Financial Planner
- Robert Okumu-McCarronSummit
- Eduardo W. Ortega-GhiglioneSummit
- David L. OwensSummit · Certified Financial Planner, Chartered Financial Consultant
- Jason R. ParrishSummit
- Eddie G. PatelSummit · Certified Financial Planner
- Arcie PettySummit
- Catherine PinkasSummit
- Paul QuebecSummit
- Joseph W. RemsonSummit
- Daniel S. RhoadsSummit
- Anthony J. RossiSummit
- Michael RowellSummit
- Thomas J. RozmanSummit · Chartered Financial Analyst
- Edward RujaSummit
- Jeffrey M. SachsSummit
- Matthew SanchezSummit
- Robert J. SayreSummit · Certified Financial Planner
- Dale SelfSummit
- Adam SevierSummit
- Donald A. SheltonSummit
- Kevin M. SmithSummit · Chartered Financial Consultant
- Richard B. Spencer Jr.Summit
- Mark C. SpoonerSummit · Certified Financial Planner
- Thomas L. StaleySummit · Certified Financial Planner
- Victoria StoutPine Brook
- Matthew R. TamanahaSummit
- Grant A. TherrienSummit
- Karla E. ThompsonSummit
- Jerry M. ToombsSummit
- Timothy TuschinskiSummit
- Sandeep VarmaSummit
- August H. VeltenSummit
- David J. VogelSummit
- Gary H. VogelSummit
- Brian WakefieldSummit
- Parker N. WeimarSummit
- Zachary WilliamsSummit
- David L. WohlwendSummit · Chartered Financial Consultant
- Hien WuSummit
- Natalie C. YarbroughSummit
Simplicity Wealth advisors in every state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Simplicity Wealth in other states
Colorado 17California 14Texas 10Illinois 8Florida 7Arizona 6Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Washington 4Alabama 3Kansas 3Massachusetts 3Ohio 3
Questions
How many Simplicity Wealth financial advisors are in New Jersey?
112 investment adviser representatives are registered at Simplicity Wealth offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 17 list the CFP designation and 17 are also registered as broker representatives.
Where in New Jersey does Simplicity Wealth have the most advisors?
Summit, with 108, then Pine Brook (2). Simplicity Wealth has advisors in 4 cities in New Jersey.
How do I check a Simplicity Wealth advisor in New Jersey?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Simplicity Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.