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RIA / WealthAdvisor11 years in industry

Jeffery Gene Musgrove

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Waller, TX

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Search this name across graphsid dfx:ria:3c346ae9-83b7-7689-c683-6bfdc7eb68bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 23, 2016 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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Feb 6, 2016
First registration: Feb 23, 2016
Dual registered: no
Other names: Jeff Musgrove|Jeffrey Gene Musgrove
IAPD individual key: 6617671

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 25, 2025	n/a	yes	Waller, TX\|SUMMIT, NJ	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Nov 30, 2022	Feb 21, 2025	no	Houston, TX\|Waller, TX	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Jul 2, 2021	Dec 1, 2022	no	ARDEN HILLS, MN\|Houston, TX	Previous registration
BAYOU CITY FINANCIAL ADVISORS, LLC	n/a	Nov 18, 2020	Aug 2, 2021	no	HOUSTON, TX	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Sep 9, 2019	Nov 13, 2020	no	OVERLAND PARK, KS\|Houston, TX	Previous registration
SPECIALIZED ADVISORS	Former SEC adviser	Jan 31, 2019	Sep 13, 2019	no	Houston, TX\|DALLAS, TX	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Feb 23, 2016	Jan 28, 2019	no	Houston, TX\|TUCSON, AZ	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
AE WEALTH MANAGEMENT, LLC	SIMPLICITY WEALTH	Feb 21, 2025	Feb 25, 2025	4	Firm change	Other
GRADIENT ADVISORS, LLC	AE WEALTH MANAGEMENT, LLC	Dec 1, 2022	Nov 30, 2022	-1	Firm change	RIA to ibd
BAYOU CITY FINANCIAL ADVISORS, LLC	GRADIENT ADVISORS, LLC	Aug 2, 2021	Jul 2, 2021	-31	Firm change after gap	Other
CREATIVEONE WEALTH, LLC	BAYOU CITY FINANCIAL ADVISORS, LLC	Nov 13, 2020	Nov 18, 2020	5	Firm change	Other
SPECIALIZED ADVISORS	CREATIVEONE WEALTH, LLC	Sep 13, 2019	Sep 9, 2019	-4	Firm change	RIA to RIA
SECURE INVESTMENT MANAGEMENT, LLC	SPECIALIZED ADVISORS	Jan 28, 2019	Jan 31, 2019	3	Firm change	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
141195:299308:AZ:2019-01-24	Jan 28, 2019	Jan 31, 2019	TUCSON, AZ	Firm change

Relationships

Registered with (7)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Feb 25, 2025 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 30, 2022 to Feb 21, 2025factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 2, 2021 to Dec 1, 2022factForm ADV
→ BAYOU CITY FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 18, 2020 to Aug 2, 2021factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Sep 9, 2019 to Nov 13, 2020factForm ADV
→ SPECIALIZED ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2019 to Sep 13, 2019factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 23, 2016 to Jan 28, 2019factForm ADV

Dated events

Occurred
Feb 21, 2025
Advisor changed firm
Jeffery Gene Musgrove left Ae Wealth Management, Llc for Simplicity Wealth (registered 2025-02-25)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2022
Advisor changed firm
Jeffery Gene Musgrove left Gradient Advisors, Llc for Ae Wealth Management, Llc (registered 2022-11-30)
Form ADVobserved 5 days ago