Unclaimed Profile

Jack David Simkin

ADVISORS ASSET MANAGEMENT, INC.·MONUMENT, Colorado

SIE, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record24 years registeredADVISORS ASSET MANAGEMENT, INC.

18925 BASE CAMP ROAD, MONUMENT, CO 80132CRD# 1662746Firm CRD# 46727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack David Simkin · MONUMENT, CO

Registration

CRD #1662746 · ADVISORS ASSET MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

Jul 2002 – Dec 2021

Las Vegas, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · July 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORS ASSET MANAGEMENT, INC.

CRD 46727 · SEC 801-62731

AUM

$3.9B

Regulatory assets under management

Employees

272

1,767 client accounts

Services offered by ADVISORS ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ADVISORS ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jack David Simkin offer?

Jack David Simkin specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jack David Simkin's credentials?

Jack David Simkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack David Simkin located?

Jack David Simkin is based in MONUMENT, Colorado, last registered with ADVISORS ASSET MANAGEMENT, INC..

How does Jack David Simkin charge for services?

Jack David Simkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORS ASSET MANAGEMENT, INC.?

ADVISORS ASSET MANAGEMENT, INC. has approximately 272 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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