Justin Jay Jones

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

• 03/2013 → 10/2017
  3-Mentors/Gameplan Financial
  Suwanee, GA
• 12/2017 → Present
  Simplicity
  Atlanta, GA
• 08/2022 → Present
  Simplicity Wealth
  Dacula, GA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-20