James Vincent Mcgurren
Investment adviser representative at Simon Quick Advisors, LLC
17 yearsExperience
3 statesRegistered 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
17 years in the industry.
- Simon Quick Advisors, LLCOct 2019 to now
- Next Capital Management LLCSep 2009 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (LA, NY, 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
- 4646520
- Firm CRD
- 132330