Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
| OH | RA | APPROVED | 2022-09-22 |
| GA | RA | APPROVED | 2022-09-01 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3-Mentors/Gameplan Financial | Suwanee | GA | 03/2013 | 10/2017 |
| Simplicity | Atlanta | GA | 12/2017 | Present |
| Simplicity Wealth | Dacula | GA | 08/2022 | Present |
Simplicity Atlanta; licensed insurance agent in Georgia/Ohio/Minnesota and California. I sell fixed annuities and life insurance and receive commissions directly from the insurance companies I represent. Insurance Agent; 12/2017; investment related; insurance sales; approx. hours per month 20-30 Justin Jay Jones; licensed insurance agent in Georgia/Ohio/Minnesota and California. I sell fixed annuities and life insurance and receive commissions directly from the insurance companies I represent. Insurance Agent; 12/2017; investment related; insurance sales; approx. hours per month 20-30 Mountain View High School Baseball Booster Club; President/Volunteer; 2351 Sunny Hill Rd, Lawrenceville, GA 30043; 10/2024; not investment related; Hour per month 10-20; supports team activities by helping to promote the team within the community and leading fundraising efforts to maintain facilities and provide essential equipment for the players.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-20 |
Reach out to this advisor