Theodore Joseph Gardner
Investment adviser representative at Simplify Asset Management Inc.
10 yearsExperience
1 stateRegistered in
$14.1BFirm assets
6 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Simplify Asset Management Inc.May 2024 to now
- Creativeone Securities, LLCFeb 2021 to Oct 2024
- Geowealth Management, LLCFeb 2019 to Oct 2024
- J.P. Morgan Institutional Investments Inc.Feb 2019 to Feb 2019
- J.P. Morgan Investment Management Inc.Feb 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simplify Asset Management Inc.
$14.1BAssets managed
44Clients
4Advisers
6 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
- 6175885
- Firm CRD
- 309535