Jeffrey M. Simon
Professional summary
Jeffrey Mitchell Simon, who also goes by Jeff Mitchel Simon, Jeffery Mitchel Simon, Mendy Simon, Jeffrey Michell Simon, is a registered financial advisor currently at KENSINGTON WEALTH MANAGEMENT, LLC located in Brooklyn, New York and KENSINGTON CAPITAL CORP. located in Brooklyn, New York.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 11, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mitchell Simon's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2025 - Present
KENSINGTON WEALTH MANAGEMENT, LLC
Office #1: 4910 13th Avenue, Brooklyn, NY 11219-3100February 5, 2018 - Present
KENSINGTON CAPITAL CORP.
Office #1: 4910 13th Avenue, Brooklyn, NY 11219May 7, 1998 - July 5, 2007
KENSINGTON CAPITAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/17/2024)
(9/26/2025)
(1/18/2024)
(2/7/2024)
(6/11/2018)
(6/17/2025)
Exams
Series 7TO
Date: 1/29/2019
General Securities Representative ExaminationSeries 11
Date: 1/29/2018
Assistant Representative-Order Processing Qualification ExamSeries 55
Date: 2/1/2001
Limited Representative-Equity Trader ExamFINRA
Current Firm
KENSINGTON WEALTH MANAGEMENT, LLC
CRD#: 334191 / SEC#:
Contact information
Red Flags
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