Invested Better
Unclaimed

Unclaimed

Unclaimed

John Abbott Simpson

THE Jeffrey Matthews Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Abbott Simpson

John Abbott Simpson is a financial advisor at The Jeffrey Matthews Financial Group, LLC. John has been in the financial services industry since 1997. John has a Series 7, Series 63, Series 52TO and SIE license. John is registered with FINRA and the states of California, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, Pennsylvania and Virginia. John previously worked at Mountainside Securities LLC and W. H. Mell Associates, Inc.

Firm Information

John Simpson is currently registered with THE Jeffrey Matthews Financial Group, LLC. THE Jeffrey Matthews Financial Group, LLC is a Limited Liability Company formed in October 1996. The firm is registered with the SEC and in 49 states.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Simpson’s Registration & Firm History

NJ

04/12/2024 - Present

THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)

NJ

12/06/2018 - 04/12/2024

MOUNTAINSIDE SECURITIES LLC (Summit NJ)

NJ

07/24/1998 - 11/28/2018

W. H. MELL ASSOCIATES, INC. (SUMMIT NJ)

NJ

09/18/1997 - 06/26/1998

J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)

Not sure if John Abbott Simpson is right for you?

Licenses & Designations

BC

Issued 10/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Abbott Simpson.
Not sure if John Abbott Simpson is right for you?