Jonathan Carroll
Jonathan Carroll is a registered investment advisor at Simple Financial, LLC, based in Meridian, ID, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Location
800 S Industry Way, Suite 250, Meridian, ID, 83642
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a field manager and licensed insurance agent with American Senior Benefits/Legacy Insurance and Financial Services since 2012, dedicating full-time hours to this role. He spends 120 hours per month on securities trading and the rest on training and meeting with clients.
Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Gradient Advisors, LLC
Capital Analysts
Lincoln Investment
Legacy Wealth Management, LLC
Avellino Financial Advisors, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.