Jonathan K. Carroll

SIMPLE FINANCIAL

Meridian, ID 83642

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CRD#: 6722322

Professional summary

Jonathan Kirk Carroll, who also goes by Jon Kirk Carroll, is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in Meridian, Idaho.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Kirk Carroll

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.

AMERICAN SENIOR BENEFITS/LEGACY INSURANCE AND FINANCIAL SERVICES POSITION: Field Manager/Licensed Insurance Agent NATURE: Insurance and Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/2012 ADDRESS: 800 S. Industry Way, Suite 250, Meridian ID 83642, United States DESCRIPTION: Training/Meeting with clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Kirk Carroll'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®

None

Experience

Current

March 27, 2023 - Present

SIMPLE FINANCIAL, LLC

Office #1: 800 S Industry Way Suite 250, Meridian, ID 83642

RIA

CRD#: 321616

Meridian, ID

Past

August 14, 2020 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Meridian, ID

Past

July 19, 2019 - August 12, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

Meridian, ID

Past

July 19, 2019 - August 12, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

Meridian, ID

Past

June 2, 2017 - June 17, 2019

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 174767

Meridian, ID

Past

January 30, 2017 - May 9, 2017

AVELLINO FINANCIAL ADVISORS, INC.

RIA

CRD#: 164805

Meridan, ID

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

Idaho
(4/11/2023)

IAR

Nevada
(7/14/2025)

IAR

Oregon
(3/27/2023)

IAR

Utah
(3/27/2023)

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: 1/28/2017

Uniform Investment Adviser Law Examination

Current Firm

SIMPLE FINANCIAL, LLC

CRD#: 321616 / SEC#:

Idaho

Registered Investment Advisory firm - (4/11/2023 Approved)

Nevada

Registered Investment Advisory firm - (7/11/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/27/2023 Approved)

Utah

Registered Investment Advisory firm - (3/24/2023 Approved)

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Contact information

Main Address

6671 S Redwood Road Suite 200, West Jordan, UT 84084

Mailing Address

Phone number

(801) 707-2032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Jonathan K. Carroll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Kirk Carroll's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLE FINANCIAL, LLC

GRADIENT ADVISORS, LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LEGACY WEALTH MANAGEMENT, LLC

AVELLINO FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2017

Current Firm

SIMPLE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLE FINANCIAL, LLC

TRUST BUT VERIFY

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