Jeremy Aden Erisman

Current Employers

Simplicity Wealth

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-18

AZ RA
APPROVED

Since 2026-02-18

Branch Locations

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

18185 N 83Rd Ave Suite 207, Glendale, AZ 85308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Scottsdale	AZ	06/2017	02/2018
Keatsconnelly And Associates	Scottsdale	AZ	06/2016	07/2017
Pepperdine University	Malibu	CA	08/2013	04/2017
Reno Astros	Reno	AZ	01/2019	09/2019
Securian Financial Services	St Paul	MN	11/2019	02/2021
Renaissance Financial	Phoenix	AZ	09/2019	01/2021
Az Thunder Baseball	Phoenix	AZ	02/2018	01/2019
Simplicity Wealth, Llc	Summit	NJ	02/2021	04/2022
Clear Solutions Llc Dba Bergen Financial Group	Peoria	AZ	01/2021	02/2026
Ae Wealth Management Llc	Topeka	KS	04/2022	02/2026
Simplicity Wealth	Summit	NJ	02/2026	Present
Erisman Wealth Management	Glendale	AZ	02/2026	Present

06/2017 → 02/2018

Morgan Stanley

Scottsdale, AZ
06/2016 → 07/2017

Keatsconnelly And Associates

Scottsdale, AZ
08/2013 → 04/2017

Pepperdine University

Malibu, CA
01/2019 → 09/2019

Reno Astros

Reno, AZ
11/2019 → 02/2021

Securian Financial Services

St Paul, MN
09/2019 → 01/2021

Renaissance Financial

Phoenix, AZ
02/2018 → 01/2019

Az Thunder Baseball

Phoenix, AZ
02/2021 → 04/2022

Simplicity Wealth, Llc

Summit, NJ
01/2021 → 02/2026

Clear Solutions Llc Dba Bergen Financial Group

Peoria, AZ
04/2022 → 02/2026

Ae Wealth Management Llc

Topeka, KS
02/2026 → Present

Simplicity Wealth

Summit, NJ
02/2026 → Present

Erisman Wealth Management

Glendale, AZ

Previous Registrations

2022-05-10 → 2026-02-11

Ae Wealth Management, Llc

Scottsdale, AZ

Scottsdale, AZ

Peoria, AZ
2021-03-22 → 2022-03-01

Simplicity Wealth

Summit, NJ

Peoria, AZ
2020-02-11 → 2021-01-21

Securian Financial Services, Inc.

Phoenix, AZ

Other Businesses

Erisman Wealth Management LLC; not Investment-related; 16165 N 83rd Ave Suite 200, Peoria, AZ 85382; Insurance/Annuity Sales; 02/2026; Approx. 20 hours/month; Approx. 20 hours/month during trading hours; Insurance/Annuity Sales. Jeremy Aden Erisman; not Investment-related; 16165 N 83rd Ave Suite 200, Peoria, AZ 85382; Registered Insurance Agent; 02/2026; Approx. 20 hours/month; Approx. 20 hours/month during trading hours; Insurance/Annuity Sales.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-27

S66 Uniform Combined State Law Examination

2020-01-27

View on SEC IAPD