JM
John Matthew Simon
CRD 4100566
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Pacific Capital Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pacific Capital Associates, Inc.
President · 50% – 75% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗