Jason Matthew Peroni
Investment adviser representative at Simplicity Wealth
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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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
18 years in the industry.
- Simplicity Wealth, LLCApr 2026 to now
- Firm Foundation Wealth Advisors LLCMar 2026 to now
- Faith-based Investor, LLCJan 2008 to now
- Faith Investor ServicesSep 2023 to Mar 2026
- Retirement Specialty Group, IncMay 2021 to Sep 2023
- Sevenoneseven Capital ManagementNov 2019 to Apr 2021
- Ambassador Advisors, LLCOct 2019 to Aug 2020
- Signal Research Group LLCMar 2018 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 2754901
- Firm CRD
- 300572