John D. Eckersley

SIMPLICIFI

Monument, CO

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CRD#: 7439674

Professional summary

John Dylan Eckersley, who also goes by John Eckersley, is a registered financial advisor currently at SIMPLICIFI, LLC located in Monument, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Eckersley

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.

Purple Hat Media, LLC; Not investment-related; 5868 Granby Hill Drive, Colorado Springs, CO 80923, Colorado, United States; Media Marketing Agency; Partial Owner; Managing Member; September 2021; 50 hours per month; 2 to 3 hours during securities trading hours per week; I help manage the back-end of the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dylan Eckersley'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

November 5, 2021 - Present

SIMPLICIFI, LLC

RIA

CRD#: 316871

Monument, CO

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

Colorado
(11/5/2021)

IAR

Texas
(12/2/2021)

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: 9/2/2021

Uniform Investment Adviser Law Examination

Current Firm

SIMPLICIFI, LLC

CRD#: 316871 / SEC#:

Colorado

Registered Investment Advisory firm - (11/5/2021 Approved)

Texas

Registered Investment Advisory firm - (12/2/2021 Approved)

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Contact information

Main Address

Monument, CO

Mailing Address

Phone number

(209) 681-9194

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 2,815,117

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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John D. Eckersley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dylan Eckersley's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLICIFI, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2021

Current Firm

SIMPLICIFI, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLICIFI, LLC

TRUST BUT VERIFY

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