Learn More About

Markets Perspective

Obtain more information about our firm and financial professionals

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 Areas of Focus

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: CO, FL, IL, MI, TX
JEFFREY SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Arlington Heights Branch

Investment and Insurance Products:

Are Not insured by the FDIC or any other federal government agency
Are Not deposits of or guaranteed by a Bank
May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.