Patrick Simon
Investment adviser representative at Aventura Private Wealth, LLC
8 yearsExperience
1 stateRegistered in
$374.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Aventura Private Insurance, LLCNov 2024 to now
- Aventura Private Wealth, LLCNov 2024 to now
- Insigneo Advisory Services LLCApr 2024 to Nov 2024
- Insigneo Securities LLCApr 2024 to Nov 2024
- Wells Fargo Bank, NAJul 2021 to Apr 2024
- Wells Fargo Clearing Services, LLCJul 2021 to Apr 2024
- A2z Goods, LLC.Aug 2020 to Aug 2021
- JP Morgan Chase BankFeb 2016 to Aug 2021
- JP Morgan Securities LLCFeb 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aventura Private Wealth, LLC
$374.8MAssets managed
189Clients
3Advisers
2 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
- 6400830
- Firm CRD
- 332630