Jason Robert Parrish
Investment adviser representative at Simplicity Wealth
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Simplicity WealthFeb 2025 to now
- Clearvision Planning LLCApr 2022 to now
- Lifepro Asset Management, LLCMar 2019 to Feb 2025
- Merit Advisors, LLCSep 2016 to Apr 2022
- Kestra Financial Services, Inc.Apr 2016 to Mar 2019
- Goldberg, Clouse and EdgellSep 2006 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 4661650
- Firm CRD
- 300572