DFX Intelligence

Data Factory

RIA / WealthAdvisor20 years in industry

JENNIFER LEE JOST

Advisor at SIMPLICITY WEALTH

Charlotte, NC | SUMMIT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26f3dc9c-0735-b2f4-0e08-6ef3fa11eb6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIMPLICITY WEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Mar 10, 2006
First registration: Oct 6, 2009
Dual registered: no
Other names: JENNIFER LEE HAMPTON|JENNIFER LEE SOUZA|JENNIFER JOST
IAPD individual key: 5020750

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIMPLICITY WEALTH	Mixed wealth	Feb 13, 2025	n/a	yes	Charlotte, NC\|SUMMIT, NJ	Current employment
LIFEPRO ASSET MANAGEMENT	Former SEC adviser	Feb 18, 2020	Feb 14, 2025	no	SAN DIEGO, CA\|Danville, CA\|San Diego, CA\|Beverly Hills, CA\|Denver, NC	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Oct 9, 2014	Mar 13, 2020	no	SAN RAMON, CA\|LINCOLN, NE\|Glendale, AZ	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Aug 28, 2013	Sep 12, 2013	no	FT. LAUDERDALE, FL	Previous registration
EDWARD JONES	National bd RIA	Oct 6, 2009	Jul 11, 2013	no	BRENTWOOD, CA\|ST LOUIS, MO\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIFEPRO ASSET MANAGEMENT	SIMPLICITY WEALTH	Feb 14, 2025	Feb 13, 2025	-1	Bulk transfer	Other
AMERITAS ADVISORY SERVICES	LIFEPRO ASSET MANAGEMENT	Mar 13, 2020	Feb 18, 2020	-24	Firm change	Ibd to RIA
KOVACK ADVISORS, INC.	AMERITAS ADVISORY SERVICES	Sep 12, 2013	Oct 9, 2014	392	Firm change	Other
EDWARD JONES	KOVACK ADVISORS, INC.	Jul 11, 2013	Aug 28, 2013	48	Firm change	Other

Relationships

Registered with (5)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ LIFEPRO ASSET MANAGEMENTRegistered adviserregistration: previous registration
Feb 18, 2020 to Feb 14, 2025factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 9, 2014 to Mar 13, 2020factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Aug 28, 2013 to Sep 12, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 6, 2009 to Jul 11, 2013factForm ADV

Dated events

No dated event names this entity yet.