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Simon John Jochlin

Canaccord Genuity Wealth Management (usa) Inc.

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About Simon John Jochlin

Simon Jochlin is a financial advisor with Canaccord Genuity Wealth Management (USA) Inc. located in Vancouver, British Columbia. Simon Jochlin has been in the industry since June 2017 and is registered with the Financial Industry Regulatory Authority (FINRA). The advisor is also registered with the state of California. Simon Jochlin specializes in portfolio management for individuals.

Firm Information

Simon Jochlin is currently registered with Canaccord Genuity Wealth Management (usa) Inc.. Canaccord Genuity Wealth Management (usa) Inc. is a Corporation that has been in business since July 6, 1976. The firm is headquartered in VANCOUVER, BC, Canada. They manage approximately $92,579,399 in assets for 79 clients. The firm primarily provides portfolio management services for individuals. They are registered in 53 states and the District of Columbia.
Canaccord Genuity Wealth Management (usa) Inc.

1133 MELVILLE STREET

VANCOUVER, BC, V6E 4E5

$92.58M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Simon Jochlin’s Registration & Firm History

NA

06/01/2021 - Present

Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER, BC )

CA

06/20/2017 - 06/08/2021

MORGAN STANLEY (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 09/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon John Jochlin.
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