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Rodney J
CFP®, Series 65
Carrollton, TX
Simplicity Wealth
Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving at Simplicity Wealth in Carrollton, TX. He owns Jarrell Tax Planning and Lakeview Financial Solutions, where he sells life and fixed annuity products. He is also an adjunct professor at the University of Dallas, teaching MBA courses in accounting and finance, and an instructor for Certified Financial Planner education courses. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach featuring ETFs, mutual funds, and individual securities, and offers a variety of model portfolios alongside technology and operational services for other advisers.
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