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James Maurice Simon

Renew Wealth Management LLC

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About James Maurice Simon

James Maurice Simon is a financial advisor with Renew Wealth Management LLC. James has been in the financial services industry for over 15 years and has a broad range of experience. He is licensed to provide financial advice in Florida, Maryland, Texas, and Virginia. James holds the Series 66, Series 9, Series 10, and Series 7 licenses, as well as the SIE designation. He is also a Certified Financial Planner. James is dedicated to providing personalized financial advice to his clients, helping them reach their financial goals.

Firm Information

James Simon is currently registered with Renew Wealth Management LLC. Renew Wealth Management LLC is an independent financial advisory firm located in [LOCATION]. We provide financial planning and portfolio management services to individuals and families. Our advisor has [NUMBER] years of experience in the industry and is committed to helping clients achieve their financial goals. We also offer selection of other advisors services.

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Simon’s Registration & Firm History

VA

02/06/2024 - Present

Renew Wealth Management LLC (ALEXANDRIA VA)

VA

05/18/2010 - 09/19/2022

CHARLES SCHWAB & CO., INC. (Alexandria VA)

FL

04/05/2007 - 04/07/2010

AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)

FL

01/03/2007 - 03/07/2007

AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 03/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/24/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Maurice Simon. Review regulatory record here.
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