Jason Purvis

Current Employers

Employment History

• 12/2014 → 04/2017
  American United Life
  Corona, CA
• 12/2014 → 04/2017
  Oneamerica Securities
  Corona, CA
• 02/2014 → 11/2016
  Premier Insurance Agency (Aka Purvis Insurance Agency)
  Corona, CA
• 04/2017 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA
• 10/2017 → 11/2018
  Bank Of America, N.A.
  Ontario, CA
• 02/2019 → 03/2024
  Pruco Securities, Llc.
  Ontario, CA
• 02/2019 → 03/2024
  Prudential Insurance Company Of America
  Ontario, CA
• 04/2024 → 03/2025
  Secure Investment Management
  Tucson, AZ
• 03/2025 → 03/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2025 → Present
  Next Phase Money Management
  Manvel, TX
• 02/2024 → Present
  Jason Purvis Keynote
  Oak Hills, CA
• 04/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 04/2025 → Present
  Financial Growth Group
  Manvel, TX

Previous Registrations

• 2025-03-20 → 2025-03-28
  Ae Wealth Management, Llc
  Rancho Cucamonga, CA
• 2024-04-09 → 2025-03-05
  Secure Investment Management, Llc
  Oak Hills, CA
  Tucson, AZ
• 2019-02-28 → 2024-04-10
  Pruco Securities, Llc.
  San Diego, CA
  Ontario, CA
  Ontario, CA
• 2017-06-12 → 2018-11-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA
  Upland, CA
• 2016-10-06 → 2017-04-19
  Oneamerica Securities, Inc.
  Corona, CA

Other Businesses

1.Next Phase Money Management; Investment Related: Yes, 475 Springfield Avenue Summit, New Jersey 07901; Owner; Start Date 03/2025; Approx. 80 hours a month; Approx. 60 hours during trading; Insurance Sales and Services. 2.Jason Purvis; Investment Related: Yes; 475 Springfield Avenue Summit, New Jersey 07901; Independent Insurance Agent, Certified Financial Planner. 3.Financial Growth Group ; yes; Manvel, TX, Insurance and annuity business. Sales of Life and annuity products; 2/27/2013; Hours per month 40; Insurance sales. 4.Next Phase Enterprises; no; Manvel, TX; Public speaking; 12/1/2023; Hours per month 40; Public Speaking and Private Coaching - focused on Parenthood, Fathering and Faith

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-14
• S65 Uniform Investment Adviser Law Examination
  2016-10-06

Designations