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Jennifer J
Series 63, Series 66
Charlotte, NC
Simplicity wealth
Jennifer Jost is a financial advisor at Simplicity Wealth with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LifePro Asset Management, Ameritas Investment Corp, and Edward Jones. Outside of her advisory role, she is the owner and speaker for Diamond Life Strategies, where she conducts motivational speaking and workshops for various women's groups, and hosts a weekly podcast called Rock My Finances. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for other advisers.
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