Jason Purvis
Jason Purvis is a CFP-designated registered investment advisor at Simplicity Wealth, based in Cucamonga, CA, with 9 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
9431 Haven Ave #100, Cucamonga, CA, 91730
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Regulatory History (1)
Judgment / Lien
May 2017Other Business ActivitiesSells Insurance
Jason owns Next Phase Money Management and works there about half his time, including time spent trading. He is also an independent insurance agent and Certified Financial Planner, and is involved in insurance and annuity sales through Financial Growth Group, dedicating about a quarter of his time. Additionally, Jason spends about a quarter of his time on public speaking and private coaching through Next Phase Enterprises.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Ae Wealth Management, LLC
Secure Investment Management, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oneamerica Securities, 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.