TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

Jack R Mahoney

Simon Quick Advisors, LLC
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Simon Quick Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$20,000

Location

360 Mt. Kemble Ave, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Simon Quick Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 2015 - June 2018 · 2 yrs 10 mos
UBS Financial Services INC.Broker
August 2013 - June 2018 · 4 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.