Jeffrey Sean Crystal
Investment adviser representative at Simplicity Wealth
12 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
12 years in the industry.
- The Leaders Group Inc, dba: Simplicity InvestmentsMay 2026 to now
- Simplicity WealthApr 2026 to now
- Simplicity GroupApr 2026 to now
- Brookereed ConsultingJun 2024 to Mar 2026
- Pruco Securities LLCAug 2023 to May 2024
- Prudential Insurance Company of AmericaAug 2023 to May 2024
- UnemployedOct 2021 to Aug 2023
- Cuso Financial Services, L.P.Jun 2019 to Oct 2021
- Sorrento Pacific Financial, LLCJun 2019 to Oct 2021
- Atria Wealth SolutionsApr 2019 to Oct 2021
- Cadaret, Grant & Co., Inc.Apr 2019 to Oct 2021
- United AdvisorsMay 2017 to Mar 2019
- Morgan StanleyAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2280445
- Firm CRD
- 300572