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1655 North Arlington Heights Road, Suite 306 West
Arlington Heights, IL 60004
Phone: 847-670-5820
Fax: 847-670-5821
jsimon@rjsimon.com (tax/accounting-related), jared.simon@ceterafs.com (investment-related)
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Contact Us
1655 North Arlington Heights Road, Suite 306 West
Arlington Heights, IL 60004
Phone: 847-670-5820
Fax: 847-670-5821
jsimon@rjsimon.com (tax/accounting-related), jared.simon@ceterafs.com (investment-related)
This is not a solicitation for sale of securities in any jurisdiction.
The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
Following are the states in which financial advisers are securities-registered: Jared Simon: AZ, CA, FL, IL, IN, MO, NC, NJ, NM, NY, SC, TX
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.
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