Jay SimonCRD Number: 1977580
Current Firm: Hefren-tillotson, Inc.
Jay Simon (CRD# 1977580) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 27 years of experience in the finance industry. Jay Simon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Hefren-tillotson, Inc.||Beaver, PA||Nov 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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