UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
1yr
Jason Siebert
Financial advisor at Simplicity Wealth
Jason Siebert is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 1 year in the industry. Jason joined Simplicity Wealth in 2026, after less than a year at Advisor Share Wealth Management and less than a year at Foundations Investment Advisors. Simplicity Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office421 South Street 2nd Floor, Philadelphia, PA 19147
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$202,617
Advisors at the firm203
States licensed ?1 state
Services through Simplicity Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowSimplicity WealthCurrent firm
- Apr 2026 – Aug 2026Advisor Share Wealth Management, LLCPreviously
- Oct 2025 – Apr 2026Foundations Investment Advisors LLCPreviously
- Aug 2025 – Oct 2025Insight FoliosPreviously
Contact Jason
(844) 220-8326Firm headquarters in Summit, NJ. Ask for Jason. 421 South Street 2nd FloorPhiladelphia, PA 19147Office · Get directions Facebook pageSimplicity Wealth
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Simplicity Wealth at (844) 220-8326 and ask for Jason Siebert. Jason works from the Philadelphia, PA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jason hold?
Series 65. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Simplicity Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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