Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon B Knight is a registered representative with Edward Jones. Simon has been in the industry since 2013. Simon is registered in California. Simon holds the Series 66 securities license. Simon specializes in financial planning, pension consulting, and selection of other advisors. Simon's current employer, Edward Jones, manages assets in the range of $10 billion to $50 billion, and has client assets under management of $824,988,034,503. Edward Jones is based in St. Louis, Missouri.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/24/2025 - Present
Edward Jones (Berkeley CA)
Active
Inactive
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