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Jacob Matthew Simon

Intelligent Cross LLC

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About Jacob Matthew Simon

Jacob Matthew Simon is a registered representative with Intelligent Cross LLC. Jacob has been in the financial services industry since November 17, 2022. Jacob holds the Series 7TO and SIE licenses and is registered with FINRA. Jacob works out of the Stamford, CT office.

Firm Information

Jacob Simon is currently registered with Intelligent Cross LLC. Intelligent Cross LLC is a Limited Liability Company formed in Connecticut on November 16, 2016. The firm is registered with the Securities and Exchange Commission and the state of Connecticut.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jacob Simon’s Registration & Firm History

CT

11/18/2022 - Present

Intelligent Cross LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 11/18/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2022

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Matthew Simon.
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