Rodney Jarrell
Rodney Jarrell is a CFP-designated registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 11 years of industry experience. Rodney 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)
Financial
February 2017Other Business ActivitiesSells Insurance
Rodney owns Lakeview Financial Solutions, where he sells life and fixed annuity products, dedicating nearly full-time hours to this. He is also an adjunct professor at the University of Dallas, owner of Jarrell Tax Planning, and an instructor for CFP education courses.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Simplicity Wealth
First Advisors National, LLC
Global Financial Private Capital, LLC
Financial Security Services Group, INC.
State Registrations1 state
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.