Jason Purvis is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2026-03-18 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2025-03-20 | 2025-03-28 | — |
| SECURE INVESTMENT MANAGEMENT, LLC | 2024-04-09 | 2025-03-05 | — |
| PRUCO SECURITIES, LLC | 2019-02-28 | 2024-04-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-06-12 | 2018-11-20 | — |
| ONEAMERICA SECURITIES, INC. | 2016-10-06 | 2017-04-19 | — |