Justin C. Lizama

SIMPLE FINANCIAL

West Jordan, UT 84084

CRD#: 7283180

Professional summary

Justin Carlos Lizama is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in West Jordan, Utah.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Justin has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Legacy Insurance & Financial Services/American Senior Benefits | Investment Related | West Jordan, Utah | Insurance sales/Licensed Insurance Agent | 08/05/2019 | 160 hours a month | 130 hours a month during security trading hours | Selling Insurance and meeting with clients. Iridium Artist Inc. Investment related: no Address: 12224 N Bridgegate Way, Highland, UT 84003 Nature: Holdings Corp Position: CEO Start date: 11/2018 hours/month: 10 hours during securities trading hours: none Duties: general ops & accounting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Carlos Lizama'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 24, 2023 - Present

SIMPLE FINANCIAL, LLC

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

RIA

CRD#: 321616

West Jordan, UT

Past

September 10, 2020 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Provo, 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

Idaho
(5/8/2023)

IAR

Nevada
(7/14/2025)

IAR

Oregon
(3/27/2023)

IAR

Utah
(3/24/2023)

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: 11/25/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2019

Securities Industry Essentials 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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Justin C. Lizama

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Carlos Lizama's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLE FINANCIAL, LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2019

SIE

Date: 12/23/2019

Current Firm

SIMPLE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLE FINANCIAL, LLC

TRUST BUT VERIFY

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