Broker Check
Jared L. Simon, CPA, CFP®, MSA

Jared L. Simon, CPA, CFP®, MSA


B.A. in History, Illinois State University

M.S. in Accounting, DePaul University

FINRA Registrations: Series 7, Series, 63, Series 65

Insurance Licenses: Health, Life, Variable, Long Term Care          

Member of the American Institute of Certified Public Accountants and the Illinois CPA Society

Form ADV 2B

Jared Simon, CPA, CFP® is the Owner and President at RJ Simon, LLC and RJS Financial Management, Ltd. After earning his Bachelor of Science in History from Illinois State University, Jared began working in the personal financial services industry in 1991. While working Jared obtained a Master of Science in Accounting degree from DePaul University in Chicago in 1994. Jared sat for and passed the Illinois Certified Public Accountant exam in 1996 and became a CFP® professional in 2001. 

Jared lives in Arlington Heights with his wife, Meryl, and daughter Lital. Meryl and Jared enjoy helping coach Lital’s softball games and supporting her piano and saxophone jam sessions. They are just as proud of their two older boys Noah and Lev. Noah works in the research department of a children’s hospital in Pennsylvania and Lev is a new police officer in Colorado. Jared loves to cook, play tennis, run, drive, travel, and go to concerts and car shows.

Jared is proud of his 30 years helping clients gain control of their financial futures. With his well-rounded background in both tax and financial planning Jared can harmonize a client’s tax needs with their financial planning goals.