Jeffery Gene Musgrove
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffery Gene Musgrove is an investment adviser representative with Simplicity Wealth in Waller, TX, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 7 firms, including AE Wealth Management, LLC and Gradient Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.D. Mellberg FinancialApr 2015 – Sep 2019Tucson, AZ
- Specialized Advisors, LLCJan 2019 – Sep 2019Dallas, TX
- ChangePath, LLCSep 2019 – Nov 2020Leawood, KS
- JG Musgrove Financial, LLCJun 2019 – no end date reportedWaller, TX
- Secure Investment Management, LLCFeb 2016 – Jan 2019Tucson, AZ
- Bayou City Insurance Brokerage, LLCSep 2020 – no end date reportedWaller, TX
- Bayou City Financial Advisors, LLCNov 2020 – no end date reportedWaller, TX
- Tactical Marketing and Management Associates, LLCMay 2016 – no end date reportedWaller, TX
- AE Wealth Management, LLCNov 2022 – Feb 2025Topeka, KS
- Gradient Advisors, LLCJul 2021 – Nov 2022Arden Hills, MN
- Simplicity WealthFeb 2025 – no end date reportedSummit, NJ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Simplicity Wealth
Showing 12 of 198 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffery Gene Musgrove has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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