Jason Griffith is a registered investment advisor at Simplicity Wealth, based in Ventura, CA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
121 N. Fir Street, Suite D, Ventura, CA, 93001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells life insurance and annuities, dedicating about 10-20% of his time to this activity. He is also an officer/director at Hoffman & Associates Financial & Estate Advisors Inc since 2013 and a partner at Hoffman Griffith, College & Retirement Planning since 2024, spending about a quarter of his time on college and retirement planning.
Employment History
Current Registrations
Simplicity Wealth
Hoffman & Associates Financial and Estate Advisors, INC.
Previous Registrations
Lifepro Asset Management
Girard Securities, INC.
Hoffman & Associates Financial and Estate Advisors, INC.
Hoffman & Associates Financial and Estate Advisors, INC.
Investor Coaching Systems
State Registrations2 states
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.