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1655 North Arlington Heights Road, Suite 306 West Phone: 847-670-5820 jsimon@rjsimon.com (tax/accounting-related), jared.simon@genworthrr.com (investment-related) |
Investment and insurance products distributed by Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.
RJ Simon, LLC and RJS Financial Management, LTD. are not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.
Accounting and tax services are offered solely through RJ Simon, LLC which is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.
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, NJ, NY, SC; Ronald Simon: AZ, FL, IL, WI.
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.