Jeffrey Simon
Jeffrey Simon is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Arlington Heights, IL, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
150 West Campbell, [Satellite], Arlington Heights, IL, 60005
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Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Jeffrey owns rental property in Long Beach, CA, dedicating minimal time to it. He also works at JCS Wealth Management LLC and Princeton Harriman Insurance Solutions, spending about a quarter of his time at JCS and a few hours per week at Princeton Harriman Insurance Solutions, which is an insurance practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Commonwealth Financial NetworkBroker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
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