AUMdb
JM

Jeffrey Mitchell Simon

CRD 2778935 Has disclosures

Firms

FirmRoleAs of
Kensington Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗