Jason John Hamilton

Current Employers

Keep It Simple Financial Planning

134 S. Glassell St., Suite E, Orange, CA 92866 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-04-16
CA	RA	APPROVED	2025-01-01
FL	RA	APPROVED	2025-01-01
NY	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2018-06-21

CO RA
APPROVED

Since 2026-04-16
CA RA
APPROVED

Since 2025-01-01
FL RA
APPROVED

Since 2025-01-01
NY RA
APPROVED

Since 2021-07-21
TX RA
APPROVED_RES

Since 2018-06-21

Branch Locations

134 S. Glassell St., Suite E, Orange, CA 92866 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Target	Brea	CA	10/2015	09/2016
Kis Financial Planning	Orange	CA	03/2015	Present

10/2015 → 09/2016

Target

Brea, CA
03/2015 → Present

Kis Financial Planning

Orange, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-10-07

S65 Uniform Investment Adviser Law Examination

2015-10-07

Designations

Other Names

Jason J Hamilton

View on SEC IAPD

Current Employers

Keep It Simple Financial Planning

Disclosures

Employment History

Exams

Designations

Other Names

Other Firms

Other Investors

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