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JS

Jason E. Simon

AMERICAN DISCOVERY ADVISORS
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 7783614
JS

Professional summary

Jason Elliott Simon is a registered financial professional currently at AMERICAN DISCOVERY ADVISORS, LLC located in Los Angeles, California.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2024. Jason has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Elliott Simon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 20, 2024 - Present

AMERICAN DISCOVERY ADVISORS, LLC

Office #1: 11150 Santa Monica Blvd. Suite 1425, Los Angeles, CA 90025
BD
CRD#: 287488
Los Angeles, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/26/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/26/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/20/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AD
AMERICAN DISCOVERY ADVISORS, LLC
AMERICAN DISCOVERY ADVISORS, LLC

CRD#: 287488 / SEC#: , 8-69899

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Mailing Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Phone number
(310) 968-6755
Established
Delaware since 10/11/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
JOLIET FAMILY TRUST DTD 10/10/08MEMBER
WEBBER TRUST AGREEMENT DTD MARCH 15 2004MEMBER
GOLDMAN, SUSAN GOODELLCHIEF COMPLIANCE OFFICER2655210
JOLIET, JOHN PAULPRESIDENT, TRUSTEE2769030
KINZER, CAROL ANNCFO/FINOP/PFO/POO4519471
WEBBER, BRIAN MCEO, TRUSTEE2390733

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN DISCOVERY ADVISORS, LLC

CRD#: 287488Los Angeles, CA 90025

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