Jeffrey Costello is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2025-05-28 | present | Yes |
| PROSPERITY CAPITAL ADVISORS | 2023-11-09 | 2025-05-19 | — |
| M HOLDINGS SECURITIES, INC. | 2019-07-05 | 2024-03-07 | — |
| MML INVESTORS SERVICES, LLC | 2016-08-29 | 2019-02-25 | — |