Jeffrey Ian Mccarty
Investment adviser representative at Simplicity Wealth
29 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
29 years in the industry.
- Prosperity & Legacy Wealth ManagementSep 2025 to now
- Simplicity Wealth, LLCJul 2019 to now
- The Document PeopleSep 2017 to now
- U.S. Veterans AdministrationJan 2010 to now
- Self-employedAug 1997 to now
- Prestige Financial AdvisorsMay 2016 to Oct 2025
- Virtue Capital Management, LLCJan 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6363705
- Firm CRD
- 300572