# Jason Purvis

Jason Purvis is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with SIMPLICITY WEALTH LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SIMPLICITY WEALTH LLC](https://search.stillhousedata.com/firm/300572) | 2026-03-18 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2025-03-20 | 2025-03-28 | — |
| [SECURE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141195) | 2024-04-09 | 2025-03-05 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2019-02-28 | 2024-04-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-06-12 | 2018-11-20 | — |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2016-10-06 | 2017-04-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6541734)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6541734.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.