Jeffrey Costello
Investment adviser representative at Simplicity Wealth
15 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
15 years in the industry.
- Simplicity WealthMay 2025 to now
- The Leaders Group IncMay 2025 to now
- Beneficial WealthJul 2019 to now
- Group BenefitsJan 2012 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsNov 2023 to May 2025
- M Holdings Securities, Inc.Jul 2019 to May 2025
- One Team FinancialJul 2019 to May 2025
- Self EmployedFeb 2019 to Jun 2019
- Massmutual Life Insurance CompanySep 2011 to Jan 2019
- MML Investors ServicesSep 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
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
- 5955678
- Firm CRD
- 300572