Jared Simon
Jared Simon is a registered investment advisor at Cetera Investment Advisers LLC, based in Arlington Hts, IL, with 34 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1655 N. Arlington Heights, Suite 306 West, Arlington Hts, IL, 60004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jared is the owner/manager of RJ Simon, LLC, a certified public accounting firm, dedicating nearly full-time hours to managing the firm and performing accounting and tax services. He also uses RJS Financial Management, LTD as a DBA name for his investment practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations13 states
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