Jason J. Hamilton

KEEP IT SIMPLE FINANCIAL PLANNING

ORANGE, CA 92866

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CRD#: 6573433

Professional summary

Jason John Hamilton, CFP®, who also goes by Jason J Hamilton, is a registered financial advisor currently at KEEP IT SIMPLE FINANCIAL PLANNING located in Orange, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jason has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason J Hamilton

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.

Jason J. Hamilton founded Blue Chemist Media, a digital advertising agency. This activity accounts for approximately 1% of his time. Jason J. Hamilton is head of Family Financial Coaching at the IDEAL CDC a 501(c)(3) non-profit organization. This activity accounts for approximately 5% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason John Hamilton'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

February 22, 2016 - Present

KEEP IT SIMPLE FINANCIAL PLANNING

Office #1: 134 S. Glassell St., Suite E, Orange, CA 92866

RIA

CRD#: 269826

ORANGE, CA

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

California
(2/22/2016)

IAR

Florida
(9/10/2021)

IAR

Illinois
(6/30/2022)

IAR

Louisiana
(3/7/2018)

IAR

New York
(7/21/2021)

IAR

Ohio
(8/10/2021)

IAR

Texas
(6/21/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2015

Uniform Investment Adviser Law Examination

Current Firm

KEEP IT SIMPLE FINANCIAL PLANNING

HAMILTON, JASON JOHN | KIS FINANCIAL PLANNING, LLC | KIS FEE-ONLY FINANCIAL PLANNING | KEEP IT SIMPLE FINANCIAL PLANNING

CRD#: 269826 / SEC#:

California

Registered Investment Advisory firm - (2/22/2016 Approved)

Florida

Registered Investment Advisory firm - (9/10/2021 Approved)

Illinois

Registered Investment Advisory firm - (11/10/2025 Termination Requested)

Louisiana

Registered Investment Advisory firm - (11/10/2025 Termination Requested)

New York

Registered Investment Advisory firm - (7/21/2021 Approved)

Ohio

Registered Investment Advisory firm - (11/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/21/2018 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

134 S. Glassell St., Suite E, Orange, CA 92866

Mailing Address

Phone number

(877) 673-8473

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	237
AUM (Assets Under Management)	$ 56,353,462

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.

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Jason J. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason John Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEP IT SIMPLE FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2015

Current Firm

KEEP IT SIMPLE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEEP IT SIMPLE FINANCIAL PLANNING

TRUST BUT VERIFY

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