Jason Purvis
Investment adviser representative at Simplicity Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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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
12 years in the industry.
- The Connect ChurchSep 2026 to now
- Simplicity WealthApr 2025 to now
- Financial Growth GroupApr 2025 to now
- Next Phase Money ManagementApr 2025 to now
- Jason Purvis KeynoteFeb 2024 to now
- Ae Wealth Management, LLCMar 2025 to Mar 2025
- Secure Investment ManagementApr 2024 to Mar 2025
- Pruco Securities, LLC.Feb 2019 to Mar 2024
- Prudential Insurance Company of AmericaFeb 2019 to Mar 2024
- Bank of America, N.A.Oct 2017 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Nov 2018
- American United LifeDec 2014 to Apr 2017
- Oneamerica SecuritiesDec 2014 to Apr 2017
- Premier Insurance Agency (aka Purvis Insurance Agency)Feb 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6541734
- Firm CRD
- 300572