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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, 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.

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