Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
23yrs
Simon Maynard is a fiduciary financial advisor in Columbus, Ohio, with 23 years in the industry. Simon joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Simon holds the CFP® designation.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 13% by experience at J.P. Morgan Securities
Office1111 Polaris Parkway Floor 1c, Columbus, OH 43240
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2008 – Oct 2008J.P. Morgan Securities Inc.Previously
Contact Simon
Local office(614) 248-4827Ask for Simon. (800) 999-2000Main office · New York, NY 1111 Polaris Parkway Floor 1cColumbus, OH 43240Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Simon
Tailored to Simon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Simon’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Simon Maynard.
How long has Simon been a financial advisor?
Simon has been in the industry since 2003, about 23 years. Top 13% by experience at J.P. Morgan Securities.
What licenses does Simon hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Simon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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