Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
9yrs
John Simon is a financial advisor in Morristown, New Jersey, with 9 years in the industry. John joined Simon Quick Advisors in 2017, a firm offering financial planning, investment management, and private fund management. Simon Quick Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office310 South Street Pob 1913, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$7.71 million
Advisors at the firm41
States licensed ?1 state
Services through Simon Quick Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
None listed.
Career
- 2017 – nowSimon Quick Advisors, LLCCurrent firm
Contact John
(973) 525-1000Simon Quick Advisors main office 310 South Street Pob 1913Morristown, NJ 07960Office · Get directions LinkedIn pageSimon Quick Advisors
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Simon Quick Advisors at (973) 525-1000 and ask for John Simon. John works from the Morristown, NJ office.
How long has John been a financial advisor?
John has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does John hold?
No exams are listed on the official record.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Simon Quick Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. 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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