JS
JS
Jeffrey Simon
17 Years of Experience
Brooklyn, NY
2 DisclosuresBroker
Jeffrey Simon is a registered investment advisor at Kensington Wealth Management, LLC, based in Brooklyn, NY, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
4910 13th Avenue, Brooklyn, NY, 11219-3100
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2007Final
Customer Dispute
April 1998Award / Judgment
Employment History
Current Registrations
Kensington Wealth Management, LLC
June 2025 - Present · 11 mos
Kensington Capital CORP.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Kensington Capital CORP.Broker
May 1998 - July 2007 · 9 yrs 2 mos
State Registrations5 states
CACOFLNJNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.