DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner17 years in industry

RODNEY DEAN JARRELL

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Carrollton, TX

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:76367cd1-0df5-b71e-ce14-80cc83af822f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2014 to Sep 15, 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: Feb 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 12, 2014
First registration: Aug 25, 2014
Dual registered: no
Other names: RODNEY DEAN JERRELL
IAPD individual key: 6386637

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	Aug 13, 2019	n/a	yes	SUMMIT, NJ\|Carrollton, TX	Current employment
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Oct 11, 2016	Jul 18, 2019	no	Carrollton, TX	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Aug 13, 2015	Aug 1, 2016	no	CARROLLTON, TX\|CARROLLTON, TX\|SARASOTA, FL	Previous registration
FINANCIAL SECURITY SERVICES GROUP, INC.	State registered	Aug 25, 2014	Jul 31, 2015	no	CARROLLTON, TX\|HIGHLAND VILLAGE, TX\|CARROLLTON, TX\|Carrollton, TX	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
FIRST ADVISORS NATIONAL, LLC	SIMPLICITY WEALTH	Jul 18, 2019	Aug 13, 2019	26	Firm change	RIA to new firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	FIRST ADVISORS NATIONAL, LLC	Aug 1, 2016	Oct 11, 2016	71	Firm change	Other
FINANCIAL SECURITY SERVICES GROUP, INC.	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Jul 31, 2015	Aug 13, 2015	13	Firm change	Other

Relationships

Registered with (4)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Aug 13, 2019 to presentfactForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Oct 11, 2016 to Jul 18, 2019factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Aug 13, 2015 to Aug 1, 2016factForm ADV
→ FINANCIAL SECURITY SERVICES GROUP, INC.Registered adviserregistration: previous registration
Aug 25, 2014 to Jul 31, 2015factForm ADV

Dated events

No dated event names this entity yet.