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Jennifer Lee Jost

Simplicity Wealth

Summit, NJ

Charlotte, NC

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-17
CA RA APPROVED 2025-02-13
  • NC RA
    APPROVED
    Since 2025-02-17
  • CA RA
    APPROVED
    Since 2025-02-13

Branch Locations

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

9805 Statesville Road Suite 6021, Charlotte, NC 28269 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp Lincoln NE 08/2014 02/2020
Ameritas Investment Corp Lincoln NE 10/2014 02/2020
David White & Associates San Ramon CA 08/2014 02/2020
Diamond Life Strategies Denver NC 10/2016 Present
Lifepro Asset Management, Llc San Diego CA 02/2020 02/2025
Diamond Life Planning Denver NC 03/2018 Present
Simplicity Wealth Summit NJ 02/2025 Present
  • 08/2014 → 02/2020
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 10/2014 → 02/2020
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2014 → 02/2020
    David White & Associates
    San Ramon, CA
  • 10/2016 → Present
    Diamond Life Strategies
    Denver, NC
  • 02/2020 → 02/2025
    Lifepro Asset Management, Llc
    San Diego, CA
  • 03/2018 → Present
    Diamond Life Planning
    Denver, NC
  • 02/2025 → Present
    Summit, NJ
Previous Registrations
  • 2020-02-18 → 2025-02-14
    Lifepro Asset Management
    San Diego, CA
    Danville, CA
    Beverly Hills, CA
    San Diego, CA
    Denver, NC
  • 2014-10-09 → 2020-03-13
    Ameritas Investment Company, Llc
    San Ramon, CA
    Lincoln, NE
    Glendale, AZ
  • 2013-08-28 → 2013-09-12
    Ft. Lauderdale, FL
  • 2009-10-06 → 2013-07-11
    Brentwood, CA
    St Louis, MO
    St Louis, MO
Other Businesses

(1) Diamond Life Strategies; non-investment related; Denver, NC; Motivational Speaking & Money Coach; Owner and Speaker; start date: 10/2016; approx #40 hours per month, of which none are during trading hours; motivational speaking and workshops for various women's groups. Certified Divorce Analyst (CDFA) and Certified Money Coach (CMC) (2) Diamond Life Planning; investment related; Denver, NC; Advisory and financial planning; Owner and Adviser; start date 03/2018; approx 40 hours per month, of which 10 are during trading hours; General retirement and financial planning. (3) Jennifer Jost; non-investment related; Denver, NC; Insurance and Annuity Sales; Owner and Adviser; start date 03/2018; approx 40 hours per month, of which 10 are during trading hours; Life, Long Term Care, and annuity sales. (4) LifePro Financial Services, Inc. (d.b.a. LifePro Insurance Marketing). investment-related. 11512 El Camino Real, Suite 100, San Diego, California 92130. Insurance. Insurance Agent. Start Date: 06/2021. Approximately XX hours per month, of which XX are typical during trading hours. (5) JJJJ Consulting LLC; non-investment related; Denver, NC; Political Accounting; President; start date 01/2023; approx 10 hours per month, of which none are done during trading hours; completing the compliance for political candidates and campaigns filing the FEC form monthly (6) Rock My Finances; non-investment related; Denver, NC; Radio Show; Podcast Host; 10/2022; approx 10 hours per month, of which 1 is done during trading hours; Weekly show where people are interviewed about life stories and tragedy to triumph

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-02
S63 Uniform Securities Agent State Law Examination 2006-03-10
  • S66 Uniform Combined State Law Examination
    2009-10-02
  • S63 Uniform Securities Agent State Law Examination
    2006-03-10
Other Names
  • Jennifer Lee Hampton
  • Jennifer Lee Souza
  • Jennifer Jost

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