Jerry Marlin Toombs
Investment adviser representative at Simplicity Wealth
43 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
43 years in the industry.
- Simplicity WealthFeb 2026 to now
- Summit Group HoldingsJan 2020 to now
- Summit Group Wealth AdvisorsFeb 2019 to now
- AseaDec 2008 to now
- Cross Roads of the West Bsa CouncilNov 2004 to now
- Green Canyon Plaza LLCNov 1999 to now
- Jt PropertiesNov 1998 to now
- Jt Benson FarmsJun 1983 to now
- Connect Financial, LLCAug 2022 to Feb 2026
- Dfpg Investments, LLCFeb 2021 to Aug 2022
- United Planners' Financial Services of America a Limited PartnerMar 2019 to Feb 2021
- Advanced Retirement Services (ars)Feb 2019 to Feb 2021
- Ars Investment Advisors, Inc.May 2018 to Feb 2021
- Allegis Investment Advisors, LLCJun 2014 to Mar 2019
- Allegis Investment Services, LLCMay 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (UT).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2245232
- Firm CRD
- 300572