Juliet B. Cardona
Investment adviser representative at Simplicity Wealth
11 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
11 years in the industry.
- Juliet Cardona FinancialFeb 2025 to now
- Simplicity WealthFeb 2025 to now
- David White & AssociatesMar 2015 to now
- Lifepro Asset Management, LLCJan 2022 to Feb 2025
- Ameritas Advisory Services, LLCNov 2021 to Jan 2022
- Ameritas Investment CorpFeb 2016 to Jan 2022
- Ameritas Life Insurance CorpJan 2015 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, 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
- 6497150
- Firm CRD
- 300572