Geoffrey Simon
Geoffrey Simon is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
777 S Harbour Island Blvd, Ste 375, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Geoffrey is involved in several outside business activities, including being a partner in rental real estate since 1988, co-owning residential investment real estate with his family since 2008, acting as a trustee since 2020, acting as an executor since 2020, and serving as the Chair of the Board for The Essel Foundation since 2020. These activities each take a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Perkins, Smith IncorporatedBroker
State Registrations21 states
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