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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Jay Jones is an Investment Advisor Representative at Simplicity Wealth. Justin is registered with the state of Georgia, Ohio, and Texas. Justin's firm has approximately $3.2 billion in regulatory assets under management. Simplicity Wealth provides financial planning services to individuals and businesses. They also offer portfolio management and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
05/08/2023 - Present
Simplicity Wealth (Dacula GA)
IA
Issued 07/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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