Claim Profile
Unclaimed Profile
JS

John Peter Simon

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey
Series 7Clean record8 years registeredSIMON QUICK ADVISORS, LLC
360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 824849Firm CRD# 132330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Peter Simon · MORRISTOWN, NJ
Registration
CRD #824849 · SIMON QUICK ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Oct 2017present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · October 19, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIMON QUICK ADVISORS, LLC
CRD 132330 · SEC 801-63357
AUM
$5.8B
Regulatory assets under management
Employees
83
2,900 client accounts
Services offered by SIMON QUICK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MORRISTOWN?

Browse all registered financial advisors in MORRISTOWN, New Jersey or claim this profile if it's yours.

05

Frequently Asked Questions

What services does John Peter Simon offer?
John Peter Simon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are John Peter Simon's credentials?
John Peter Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Peter Simon located?
John Peter Simon is based in MORRISTOWN, New Jersey, working with SIMON QUICK ADVISORS, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does John Peter Simon charge for services?
John Peter Simon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party managed asset program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMON QUICK ADVISORS, LLC?
SIMON QUICK ADVISORS, LLC has approximately 83 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →