John Lester Mashburn

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

• 08/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 03/2023 → Present
  Mashburn Enterprises Llc Dba Maranatha Insurance Group
  Little River, SC
• 06/2025 → Present
  Realty One Group
  Myrtle Beach, SC
• 07/2026 → Present
  Maranatha Financial Llc Dba Maranatha Wealth Management
  Little River, SC
• 05/2013 → Present
  John Lester Mashburn Jr
  Myrtle Beach , SC

Other Businesses

Federal Benefit Experts; not investment related; owner; educational purposes; 2408 Madison Drive Unit 201 North Myrtle Beach SC 29582 04/2022; approximate number of hours/month you devote to the other business 80; An education-only entity that provides free benefits education and training to federal employees. No solicitation is conducted, as the activity is for educational purposes only. There is no solicitation or request for advisory services during the educational process. Advisory services may only be discussed after the benefit review, during a separately scheduled appointment. Realty ONE Group; not investment related; Licensed Realtor; 06/2025; approximate number of hours/month you devote to the other business 0; I am a licensed real estate agent in South Carolina affiliated with Realty ONE Group. John Lester Mashburn Jr; investment related; 2408 Madison Drive Unit 201 North Myrtle Beach SC 29582, Registered Insurance Agent; 05/2013; approximate number of hours/month you devote to the other business 150; I operate as a sole proprietor and sell annuity products and, on occasion, life insurance products through relationships with multiple insurance carriers. Mashburn Enterprises LLC DBA Maranatha Insurance Group; investment related; 1035 Heather Glen Boulevard Little River SC 29566 owner/registered insurance agent; 03/2023; approximate number of hours/month you devote to the other business 5; I am the owner of a health insurance agency. My responsibilities are limited to ownership and administrative functions, including receiving commissions and processing payroll. I do not participate in sales or customer service activities, as those responsibilities are handled by other individuals within the agency.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22

Other Names

• John Mashburn