Jennifer Jost
Jennifer Jost is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 18 years of industry experience. Jennifer 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
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Jennifer is involved in several business activities, including motivational speaking, financial planning, insurance and annuity sales, political accounting, and hosting a radio show/podcast. She dedicates about a quarter of her time to Diamond Life Strategies, Diamond Life Planning, and insurance/annuity sales, and a few hours per week to political accounting and the radio show.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Kovack Advisors, INC.
Kovack Securities INC.Broker
Edward Jones
Edward JonesBroker
Park Avenue Securities LLCBroker
Ing Financial Partners, INC.Broker
World Group Securities, INC.Broker
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.