TrueAdvisor
TrueAdvisor
JJ
CFP
JJ
CFP

Jeremy Joseph

Simplicity Wealth
19 Years of Experience
Lincolnshire, IL
View SEC Summary
View SEC Summary

Jeremy Joseph is a CFP-designated registered investment advisor at Simplicity Wealth, based in Lincolnshire, IL, with 19 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

103 Schelter Rd, Suite 10, Lincolnshire, IL, 60069

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Simplicity Wealth
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Savant Wealth Management
March 2020 - December 2024 · 4 yrs 9 mos
Huber Financial
December 2018 - August 2020 · 1 yr 8 mos
TD Ameritrade Investment Management, LLC
May 2018 - December 2018 · 7 mos
TD Ameritrade, INC.
May 2018 - December 2018 · 7 mos
TD Ameritrade, INC.Broker
May 2018 - December 2018 · 7 mos
Strategic Advisers LLC
September 2016 - May 2018 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
September 2016 - May 2018 · 1 yr 8 mos
TD Ameritrade, INC.
November 2012 - August 2016 · 3 yrs 9 mos
Amerivest Investment Management, LLC
November 2012 - August 2016 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
November 2012 - August 2016 · 3 yrs 9 mos
Madison Avenue Securities, INC.
March 2009 - November 2012 · 3 yrs 8 mos
Madison Avenue Securities, INC.Broker
March 2008 - November 2012 · 4 yrs 8 mos
Madison Avenue Advisors, INC.
March 2008 - March 2009 · 1 yr
Ameriprise Financial Services, INC.
January 2007 - March 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
January 2007 - March 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
October 2006 - December 2006 · 2 mos
State Registrations1 state
IL
Advisor

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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