Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
New
John Simpson is a fiduciary financial advisor in Newport Beach, California, registered since Dec 2025. John joined Preneed Advisory in 2026, a firm offering selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office24 Corporate Plaza #180, Newport Beach, CA 92663
FirmPreneed Advisory
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Preneed Advisory
Choosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowPreneed Advisory, LLCCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Preneed Advisory at (626) 639-2140 and ask for John Simpson. John works from the Newport Beach, CA office.
How long has John been a financial advisor?
John is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Preneed Advisory reports being paid by a percentage of the assets they manage. Ask John 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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