Randy Jaramillo, financial advisor Bargersville IN

Randy Jaramillo

CRD Number: 4843136
Current Firm: Simplicity Wealth

Randy Jaramillo (CRD# 4843136) is an Investment Advisor Representative working at Simplicity Wealth in Bargersville, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Simplicity Wealth Summit, NJ Dec 2023 - Current < 1
Reliant Wealth Management Bargersville, IN Dec 2023 - Current < 1
Reliant Investment Group Bargersville, IN Jun 2020 - Current 3
Nylife Securities LLC Dallas, TX Aug 2020 - Mar 2021 < 1
New York Life Insurance Company Dallas, TX Sep 2006 - Mar 2021 14
Victory Chapel Aka The Door El Paso, TX Apr 2007 - Mar 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Dec 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Randy D. Jaramillo
Phone Number: 844-220-8326
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    3,167
    MILLIONS
  • Total Number of Accounts
    6,188
    ACCOUNTS
  • Average Account Value
    $511,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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