Jeremy Seth Joseph
Investment adviser representative at Simplicity Wealth
10 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
10 years in the industry.
- Protected TomorrowsDec 2024 to now
- Simplicity WealthDec 2024 to now
- Savant Wealth ManagementJul 2020 to Dec 2024
- Savant Capital Management Inc.Feb 2020 to Jul 2020
- Huber Financial Advisors, LLCDec 2018 to Apr 2020
- TD Ameritrade, Inc.May 2018 to Dec 2018
- Fidelity Brokerage Services LLCAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5142468
- Firm CRD
- 300572