JS
John P. Simon
SIMON QUICK ADVISORS
MORRISTOWN, NJ 07960
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CRD#: 824849
JS
Professional summary
John Peter Simon is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Morristown, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. John has worked at 3 firms and has passed the PC and Series 7 exams.
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.
310 Partners Manager 5/8/12 Inv Related 310 South St., Morristown, NJ 07960 Real estate holding company .20 hrs. Alham Dir. 12/31/01 Inv Related 310 South St. Family investments 1.0 hrs. Amelia Munro Trust TTEE 12/20/05 Inv Related 310 South St. Investment trust assets .20 hrs. Arnold and Mabel Beckman Foundation Finance Chair Not Inv Related 100 Academy, Irvine, Ca 92617 Foundation 1.16 hrs. Charles Philip Bloom Trust TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. Estate of William E. Simon Co-Executor 10/23/00 Inv Related 310 South St. Investment of residual estate assets .10 hrs. Gabriella Munro Trust TTEE 12/20/05 Inv Related 310 South St. Investment trust assets .20 hrs. Georgia Madeleine Bloom Trust 7/28/98 TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. GST Trust WES and Carol Simon TTEE 12/17/01 310 South St. Inv Related Investment trust assets .25 hrs. Hannah Bloom Trust 7/28/98 TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. Hidden Pond Foundation TTEE 12/1/08 Inv Related 310 South St. Investment of Foundation assets .20 hrs. Hidden Pond Partners Manager 1/23/03 Inv Related 310 South St. Family investments .50 hrs. Hidden Pond 7/15/98 Inv Related 310 South St. Family investments .50 hrs. IPP93 Dir. 5/17/93 Inv Related 310 South St. Family investments .05 hrs. IPP97 Realty Dir. 2/11/97 Inv Related 310 South St. Family investments .05 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. Johanna K. Morris Discretionary Trust for Children TTEE 2/13/98 Inv Related 310 South St. Investment trust assets.25 hrs. Munro Lifetime Exclusion Trust TTEE 8/17/00 Inv Related 310 South St. Investment trust assets .20 hrs. New Vernon Advisors Dir. 7/20/90 Inv Related 310 South St. Family investments .66 hrs. Richard Nixon Library and Birthplace Foundation Investment Chair Inv Related 310 South St. Investment of non-prof investments .66 hrs. Simon WC Investors Owner 6/1/15 Inv Related 310 South St. Family investments .05 hrs. Simon Children's Trust TTEE 12/30/91 Inv Related 310 South St. Investment trust assets .20 hrs. Sino Finance Group Manager Inv Related .05 hrs. South Street Capital and South Street Investments Dir. 10/14/93 Inv Related 310 South St. Family investments 1.0 hrs. South Street Capital II President 5/4/07 Inv Related 310 South St. Family investments .50 hrs. St. Mary's Abbey Inv Committee 02/16/10 Inv Related 230 Mendham Rd., Morristown, NJ 07960 Investment of non-profit assets .66 hrs. Jonathan,David Kyle,Charles,Carol Ann Streep Trusts TTEE 12/28/94 Inv Related 310 South St. Investment trust assets .20 hrs. Hills Development Dir. Inv Related 310 South St. Real estate hold co .05 hrs. TOHAIKU President 7/1/08 Inv Related 310 South St. Family investments .20 hrs. WS Hills Associates Dir. 3/20/89 Inv Related 310 South St. Liquidating real estate holding companies .05 hrs. WC WESINVEST/WESINVEST INC Dir. 5/31/00 Inv Related Family investments .05 hrs. WESKIDS LP/WESKIDS Inc Dir. 12/29/93 Inv Related 310 South St. Family investments .33 hrs. WESKIDS III President 12/16/98 Inv Related 310 South St. Family investments .33 hrs. Wesly Creek President 7/30/05 Inv Related 310 South St. Family investments .33 hrs. WESS Retirement Plan Trustee Inv Related 310 South St. Investment of retirement plan .42 hrs. WESS LLC Dir. 12/6/94 Inv Related 310 South St. Family investments 1 hrs. WES Endowment Fund Chairman 8/31/03 Inv Related 310 South St. Investment of endowment .16 hrs. WES Foundation Dir 12/29/00 Inv Related 140 E 45th St. Ste 14D, New York 10017 Investment of non-profit assets 5 hrs. WES Jr. Irr. Trust TTEE 1/11/93 Inv Related 310 South St. Investment trust assets .05 hrs.
CRS (Client Relationship Summary) - RIA
Click below to view John Peter 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®
NoneExperience
Current
October 19, 2017 - Present
SIMON QUICK ADVISORS, LLC
Office #1: 310 South Street Pob 1913, Morristown, NJ 07960RIA
CRD#: 132330
MORRISTOWN, NJ
Past
May 19, 1978 - May 12, 1988
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
NEW YORK, NY
Past
July 22, 1976 - May 19, 1978
KIDDER, PEABODY & CO., INCORPORATED
BD
CRD#: 488
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SQ
SIMON QUICK ADVISORS, LLC
MASSEY QUICK SIMON & CO., LLC | SIMON QUICK ADVISORS, LLC | SIMON QUICK | MASSEY, QUICK & CO. LLC
CRD#: 132330 / SEC#: 801-63357
RIA
Registered Investment Advisory firm - (7/16/2004 Approved)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
New Jersey(10/19/2017)
Exams
General Industry/Product Exam
RR
PC
Date: 8/15/1977
AMEX Put and Call ExamGeneral Industry/Product Exam
Current Firm
SQ
SIMON QUICK ADVISORS, LLC
MASSEY QUICK SIMON & CO., LLC | SIMON QUICK ADVISORS, LLC | SIMON QUICK | MASSEY, QUICK & CO. LLC
CRD#: 132330 / SEC#: 801-63357
RIA
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Contact information
Main Address
360 Mt. Kemble Ave, Morristown, NJ 07960
Mailing Address
Phone number
(973) 525-1000
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,710 |
| AUM (Assets Under Management) | $ 7,072,626,223 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 10/11/2024 | ||
| 09/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
