Jared Bross

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2017
  Domino's Pizza
  Mustang, OK
• 04/2019 → 03/2020
  Lazy E Arena
  Guthrie, OK
• 10/2020 → 01/2026
  West Side Travel Stop
  Guthrie, OK
• 03/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 03/2026 → Present
  Bross Capital Management
  Guthrie, OK
• 12/2017 → 04/2019
  University Of Central Oklahoma
  Oklahoma, OK
• 03/2020 → 10/2020
  Unemployed
  Guthrie, OK

Other Businesses

Woodcut Mandogs LLC; not investment related; 19 Virginia Terrace Clarksville, TN 37042; Tabletop Roleplaying Game Development (Non-Revenue, Development Only); owner; 10/2023; 1-2 hours per month outside of trading hours; I write lore and rules for a tabletop roleplaying game we are working on and am the limited partner in the LLP. It is not available for sale and has generated no income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-11