JT
Jerry M. Toombs
SIMPLICITY WEALTH
Logan, UT 84335
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CRD#: 2245232
JT
Jerry Marlin ToombsSIMPLICITY WEALTH
Professional summary
Jerry Marlin Toombs, who also goes by Jerry Marlin Toombs, is a registered financial advisor currently at SIMPLICITY WEALTH located in Logan, Utah.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jerry has worked at 12 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Always Fiduciary
Aliases
Jerry Marlin Toombs
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Summit Group Wealth Advisors; not investment related; owner/insurance sales; 02/2019; 181 E 181 E 1600 N, Logan, UT 84341; 01/2020; Owner; hours per month during trading hours 40. This is the company that I run all my investment related and insurance related income through. Jerry Toombs; 181 East 1600 North Logan Utah 84341; Registered Insurance Agent; Owner; 06/1979; hours per month during trading hours 40. This is the company that I run all my investment related and insurance related income through. Crossroads of the West BSA Council; not investment related; 11/2004; 1200 East 5400 South - Ogden, Utah 84403; Board Member; It operates as a local council of the national Scouting organization, focusing on community service, outdoor education, and mentorship. Hours per month not during trading hours 2. Board member called on for special situations. Audit committee, strategic planning ASEA; not investment related; 1488 W. Pleasant View Drive, Pleasant View, Utah; 12/2008; Member; hours during and after trading hours 0; Owner (1%) in company. JT Properties; not investment related; 181 East 1600 No Logan, Utah 84341; 11/1998; This is my business building which is now held in the Toombs Holding LLC. Owner; 0 hours during and after trading hours; This is my business building which is now held in the Toombs Holding LLC. They are the same. Green Canyon Plaza LLC; not investment related; 181 E 1600 No Logan 84341; 11/1999; Business building part of Green Canyon; Part Owner; Owner; 0 hours during and after trading hours; Group of 4 businesses where we pay a CAM fee for shared expenses. They are the same. JT Benson Farms; not investment related; 5490 North 2000 West Benson Utah 84335; 06/1983; owner; Hours per month not during trading hours 2; Have a family farm, 100 acres. Raise gran and hay. Farming done seasonal, Very little income Summit Group; not investment related; 181 East 1600 North Logan Utah 84341; Owner; 06/1979; hours per month during trading hours 10; insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Marlin Toombs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 20, 2026 - Present
SIMPLICITY WEALTH
Office #1: 181 East 1600 North, Logan, UT 84335RIA
CRD#: 300572
Logan, UT
Past
August 18, 2022 - March 20, 2026
CONNECT FINANCIAL ADVISORS
RIA
CRD#: 321212
Logan, UT
Past
February 18, 2021 - August 15, 2022
DFPG INVESTMENTS, LLC
RIA
CRD#: 155576
LOGAN, UT
Past
February 17, 2021 - August 15, 2022
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
LOGAN, UT
Past
March 8, 2019 - February 25, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
LOGAN, UT
Past
June 15, 2018 - February 18, 2021
ARS INVESTMENT ADVISORS, INC.
RIA
CRD#: 293750
Logan, UT
Past
August 29, 2014 - June 18, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
LOGAN, UT
Past
May 21, 2014 - April 5, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
North Logan, UT
Past
August 6, 2010 - August 29, 2014
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
NORTH LOGAN, UT
Past
August 6, 2010 - August 29, 2014
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
NORTH LOGAN, UT
Past
October 3, 2007 - August 11, 2010
INSPHERE SECURITIES, INC.
RIA
CRD#: 136433
NORTH LOGAN, UT
Past
July 23, 2007 - August 11, 2010
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
NORTH LOGAN, UT
Past
June 12, 2006 - October 3, 2007
ALLEGIS ADVISORS, INC.
RIA
CRD#: 131242
SALT LAKE CITY, UT
Past
July 2, 2002 - June 5, 2006
EQUITY SERVICES, INC.
RIA
CRD#: 265
LOGAN, UT
Past
March 15, 2002 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
LOGAN, UT
Past
February 9, 1993 - March 25, 2002
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SIMPLICITY WEALTH
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(3/20/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 2/5/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
PR
Series 26
Passed: 6/26/2001
Investment Company Products/Variable Contracts Principal Examination
Current Firm
SIMPLICITY WEALTH
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)Loading...
Contact information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901
Mailing Address
Phone number
(844) 220-8326
Established
Firm type
Fiscal year end
# of Employees
424
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,045 |
| AUM (Assets Under Management) | $ 4,271,040,743 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
