JEFFREY SIMON , CFP®

Financial Advisor

Address: 150 West Campbell , Arlington Heights , IL 60005-1410
Phone: 847-870-4695 | 866-870-8750     Fax: 847-870-1468

My Background

My Experience

  • 2012 - Present : Wells Fargo Advisors, Financial Advisor
  • 2006 - 2012 : RBC Wealth Management, Financial Advisor
  • 2001 - 2006 : Smith Barney, Financial Advisor
  • 1998 - 2001 : Alper Financial, FInancial Advisor
  • 1994 - 1994 : American Express Financial Advisors

My Education & Credentials

  • MBA in Finance- Universiity of Illinois at CHicago
  • BBA in Accounting - Southern Methodist University

My Community Involvement

  • Northbrook Park District Parks Commissioner
Securities Registered in the following states: AR, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, OR, SC, TX, UT, WI
Insurance licensed in the following states: CA (Lic. # 0F96077), CO, FL, IL, MI, TX
JEFFREY SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Arlington Heights Branch