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ME

Marcus J. Erwin

SIMPLE FINANCIAL
West Jordan, UT 84084
Some features on this profile are disabled
CRD#: 6957047
ME

Professional summary

Marcus Jay Erwin, who also goes by Marcus Erwin, is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in West Jordan, Utah.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marcus has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcus Erwin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Jay Erwin'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

August 12, 2025 - Present

SIMPLE FINANCIAL, LLC

Office #1: 6671 S Redwood Road Suite 200, West Jordan, UT 84084
RIA
CRD#: 321616
West Jordan, UT

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
Nevada
(8/13/2025)
IAR
Utah
(8/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/17/2025
Uniform Investment Adviser Law Examination

Current Firm

SF
SIMPLE FINANCIAL, LLC
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
11

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.

Company Information

SIMPLE FINANCIAL, LLC

CRD#: 321616West Jordan, UT 84084

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