linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Kendrew Simon

J.p. Morgan Investment Management Inc.

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

About Jonathan Kendrew Simon

Jonathan Simon is a financial advisor with J.P. Morgan Investment Management Inc., located in New York, NY. Jonathan has been in the financial industry for over 20 years and has a broad range of experience in the industry. Jonathan has a strong track record of helping clients achieve their financial goals. Jonathan is a Series 63 and Series 24 licensed professional.

Firm Information

Jonathan Simon is currently registered with J.p. Morgan Investment Management Inc.. J.P. Morgan Investment Management Inc. is an investment advisor based in NEW YORK, NY. It manages over $2.5 trillion in assets for a variety of clients, including individuals, institutions, and corporations. The firm offers a range of services, including portfolio management, pension consulting, and educational seminars. J.P. Morgan Investment Management is registered with the SEC and has a strong track record of success.
J.p. Morgan Investment Management Inc.

383 MADISON AVENUE

NEW YORK, NY 10179-0001

$2.55T

Assets Under Management

48

Total Clients

47

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Jonathan Simon’s Registration & Firm History

NY

01/28/2021 - Present

J.p. Morgan Investment Management Inc. (New York NY)

NY

07/23/2001 - 08/03/2006

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

02/06/1992 - 05/29/2001

ROBERT FLEMING INC. (NEW YORK NY)

Not sure if Jonathan Kendrew Simon is right for you?

Licenses & Designations

BC

Issued 04/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/1992

Series 24 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Kendrew Simon.
Not sure if Jonathan Kendrew Simon is right for you?