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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-27 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
12400 Olive Blvd Suite 305, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sachs Financial | St. Louis | MO | 09/2010 | Present |
| Simplicity Wealth | Summit | NJ | 02/2026 | Present |
Jeffrey Marc Sachs; not investment related; 12400Olive Blvd, STE 305 St. Louis MO 63141; owner/registered insurance agent; 09/2010; the approximate number of hours/month you devote to the other business 100 hours during trading hours; Sachs Financial is the insurance company that I own and use to place my clients into insurance based products such as annuities, life insurance, and long term care insurance. Sachs Financial; not investment related; 12400 Olive Blvd, STE 305 St. Louis MO 63141; Insurance Sales; 09/2010; the approximate number of hours/month you devote to the other business 100 hours during trading hours; Sachs Financial is the insurance company that I own and use to place my clients into insurance based products such as annuities, life insurance, and long term care insurance. Clinical Research Center; not investment related; 969 N Mason Rd Suite 240, Creve Coeur, MO 63141; 05/1990; the approximate number of hours/month you devote to the other business 10 during trading hours; Volunteers for clinical research studies and are compensated for my time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
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