Certified Public Accountant
847-670-5820x11
Email: rsimon@rjsimon.com
Ronald Simon was born in Chicago in 1935. He earned his B.A. from DePaul University in 1956. After working in both the private and public sectors for many years, he sat for and was awarded his CPA certificate in 1971. Mr. Simon was also one of the first CPAs to begin offering financial services to his clients. In 1991, he and his son Jared incorporated RJS Financial Management, LTD. Mr. Simon lives in Palatine, Illinois with his lovely wife.
Additional Licenses:
- Health & Life, Producer
- Series 6, Representative with Terra Securities Corporation, Member NASD/SIPC
Certified Public Accountant
Certified Financial Planner TM
847-670-5820x12
Email:
jsimon@rjsimon.comJared has been in the financial services industry since 1991, and is an owner of both RJ Simon, LLC and RJS Financial Management, LTD. He graduated with a Masters of Science in Accounting from Chicago's De Paul University. Jared is a Certified Public Accountant and a Certified Financial PlannerTM.
Jared is a member of the Illinois CPA Society, the Financial Planning Association and the Arlington Heights Chamber of Commerce. He is committed to creating strong, long-term client relationships.
Jared currently lives in Arlington Heights with his wife and two children. Some of his personal interests are: practicing Aikido (a Japanese martial art), tennis, golf, and having fun with his children.
Additional Licenses:
- Health and Life, Producer
- NASD: Series 7, Series 63, Representative with Terra Securities Corporation, Member NASD/SIPC
- Series 65, Investment Advisor Representative with Terra Financial Planning Group. Ltd.
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Revised: September 14, 2004
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