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Jeffrey Crystal

Simplicity Wealth
27 Years of Experience
Summit, NJ
5 DisclosuresBroker
View SEC Summary
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Jeffrey Crystal is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.

Simplicity Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
8,494 clients
Average Client Portfolio
$503K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2017
Customer Dispute
September 2003
Settled
Customer Dispute
April 2002
Settled
Customer Dispute
April 2001
Denied
Customer Dispute
December 2000
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Simplicity Wealth
May 2026 - Present · 5 mos
The Leaders Group, INC.
May 2026 - Present · 5 mos
The Leaders Group, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Prudential Financial Planning Services
August 2023 - May 2024 · 9 mos
Pruco Securities, LLC.Broker
August 2023 - May 2024 · 9 mos
Next Financial Group, INC.Broker
August 2019 - October 2021 · 2 yrs 2 mos
Sorrento Pacific Financial, LLCBroker
June 2019 - October 2021 · 2 yrs 4 mos
Cuso Financial Services, L.P.Broker
June 2019 - October 2021 · 2 yrs 4 mos
Cadaret Grant & CO INC
May 2019 - October 2021 · 2 yrs 5 mos
Cadaret, Grant & CO., INC.Broker
April 2019 - October 2021 · 2 yrs 6 mos
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 1999 - April 2007 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - October 1999 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
February 1997 - September 1997 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - June 1996 · 1 yr 4 mos
Oppenheimer & CO., INC.Broker
May 1994 - March 1995 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - May 1994 · 7 mos
Lehman Brothers INC.Broker
November 1992 - October 1993 · 11 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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