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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-04 |
Branch Locations
6213 N Cloverdale Ste Suite 100, Boise, ID 83713 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack Trent & Company, Inc | Boise | ID | 08/2013 | Present |
| Simplicity Wealth | Summit | NJ | 08/2026 | Present |
| Stonebench Financial Management Llc | Boise | ID | 07/2026 | Present |
| Jtm Logic Inc | Winter Park | FL | 10/2025 | Present |
| Mijack Llc | Boise | ID | 07/2020 | Present |
| Jtc Cpas | Boise | ID | 12/2008 | Present |
| Central Warranty Service Inc | Cheyenne | WY | 07/2019 | Present |
JTM Logic Inc; not investment related; accounting software development; owner; 10/01/2025; 1850 Lee Road Ste 320 Winter Park, FL 32789; approximate number of hours/month you devote to the other business 5; Accounting software business that is still under development. Mijack LLC; not investment related; rental units; Partner; 07/2020; approximate number of hours/month you devote to the other business 2; This partnership was established to own and manage rental real estate properties. Central Warranty Service Inc, not investment related; owner; 07/2019, approximate number of hours/month you devote to the other business 0; 1621 Central Ave Cheyenne WY 82001; This business was established to self-fund warranties for JTC CPA services. It does not serve any external clients and is currently in the process of being dissolved. The closure is expected to be finalized 2027. JTC CPAs; not investment related; owner; 12/15/2008; 6213 N Cloverdale Rd Boise ID 83713; approximate number of hours/month you devote to the other business 160; This CPA practice provides tax preparation, accounting, and related professional services. Stonebench Financial Management LLC; investment related; insurance sales/owner; 07/16/2026; 6213 N Cloverdale Rd Boise ID 83716; approximate number of hours/month you devote to the other business 20; This entity will be used to conduct annuity and life insurance business through Simplicity as part of our insurance operations. Jack Edward Trent; investment related; Registered Insurance Agent; 07/16/2026; 6213 N Cloverdale Rd Boise ID 83716; approximate number of hours/month you devote to the other business 20; This entity will be used to conduct annuity and life insurance business through Simplicity as part of our insurance operations. Jack Trent International, LLC, Not Investment Related, 6213 N. Cloverdale Rd. #100, Holding Company, Owner, Manage Holdings, January 2017, ten minutes a month, zero hours during trading, manage money that comes from MIJACK, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-06 |
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