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Jonathan Carroll

Simple Financial, LLC
9 Years of Experience
Meridian, ID
Sells Insurance
View SEC Summary
View SEC Summary

Jonathan Carroll is a registered investment advisor at Simple Financial, LLC, based in Meridian, ID, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.

Simple Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

800 S Industry Way, Suite 250, Meridian, ID, 83642

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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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Other Business ActivitiesSells Insurance

Jonathan is a field manager and licensed insurance agent with American Senior Benefits/Legacy Insurance and Financial Services since 2012, dedicating full-time hours to this role. He spends 120 hours per month on securities trading and the rest on training and meeting with clients.

Employment History
Current Registrations
Simple Financial, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Gradient Advisors, LLC
August 2020 - December 2022 · 2 yrs 4 mos
Capital Analysts
July 2019 - August 2020 · 1 yr 1 mo
Lincoln Investment
July 2019 - August 2020 · 1 yr 1 mo
Legacy Wealth Management, LLC
June 2017 - June 2019 · 2 yrs
Avellino Financial Advisors, INC.
January 2017 - May 2017 · 4 mos
State Registrations4 states
IDNVORUT
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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