Jeffery Musgrove is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 10 years of industry experience. Jeffery 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
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
Jeffery is a Medicare insurance agent with JG Musgrove Financial LLC since 2019, dedicating about 10-20% of his time. He is also an insurance agent with Bayou City Insurance Brokerage, LLC since 2020, focusing on annuities, life, and long-term care insurance, which takes up about a quarter of his time. Additionally, Jeffery is a managing member of Tactical Marketing and Management Associates LLC, but dedicates no time to it.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Ae Wealth Management, LLC
Gradient Advisors, LLC
Bayou City Financial Advisors, LLC
Changepath, LLC
Specialized Advisors
Secure Investment Management, LLC
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.