Christian Yoss
Investment adviser representative at Simon Quick Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Simon Quick Advisors, LLCApr 2025 to now
- JPMorgan Chase Bank NANov 2021 to Apr 2025
- JPMorgan Securities LLCNov 2021 to Apr 2025
- Goldman Sachs & Co LLCJul 2019 to Nov 2021
- Cetera Advisor NetworksMay 2018 to Jul 2020
- United Capital Financial Advisers LLCMar 2017 to Nov 2021
- TIAAJun 2011 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simon Quick Advisors, LLC
$9BAssets managed
1,042Clients
41Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1987314
- Firm CRD
- 132330