Jeffrey David Juniper
Investment adviser representative at Simplicity Wealth
31 yearsExperience
3 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
31 years in the industry.
- Simplicity WealthApr 2024 to now
- Juniper Wealth Management, LLCAug 2018 to now
- Soterus1, LLCJan 2015 to now
- Retirement Wealth AdvisorsNov 2014 to now
- Strategic Personal & Business Insurance Solutions dba Life PlanJan 1995 to now
- American Retirement InstituteMar 2019 to Dec 2019
- Protect R World, IncJan 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, 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
- 5550662
- Firm CRD
- 300572