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
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
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Securities Registered in the following states:
AR, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, OR, SC, TX, UT, WI
JEFFREY SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Arlington Heights Branch
JEFFREY SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Arlington Heights Branch