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John Peter Simon

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$20,000
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Location

310 South Street, Pob 1913, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

John is involved in numerous investment-related activities, primarily as a manager, director, or trustee for various family investments, trusts, and foundations. He dedicates minimal time to each individual activity, totaling a few hours per week across all roles.

Employment History
Current Registrations
Simon Quick Advisors, LLC
October 2017 - Present · 8 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.