JS
John E. Simpson
PRENEED ADVISORY
NEWPORT BEACH, CA 92663
CRD#: 8172637
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JS
John E SimpsonPRENEED ADVISORY
Professional summary
John E Simpson is a registered financial advisor currently at PRENEED ADVISORY, LLC located in Newport Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view John E Simpson'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®
NoneExperience
Current
January 8, 2026 - Present
PRENEED ADVISORY, LLC
Office #1: 24 Corporate Plaza #180, Newport Beach, CA 92663RIA
CRD#: 338417
NEWPORT BEACH, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/8/2026)
Current Firm
PA
PRENEED ADVISORY, LLC
PRENEED ADVISORY, LLC
CRD#: 338417 / SEC#:
California
Registered Investment Advisory firm - (1/8/2026 Approved)Loading...
Contact information
Main Address
24 Corporate Plaza #180, Newport Beach, CA 92663
Mailing Address
Phone number
(626) 639-2140
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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