Edward Simon
Investment adviser representative at Nilsine Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nilsine Partners, LLCSep 2026 to now
- &partnersJun 2026 to Sep 2026
- Jfg Wealth ManagementDec 2024 to Jun 2026
- Johnson Financial Group LLCDec 2024 to Jun 2026
- Rk CapitalJun 2023 to Nov 2024
- Fidelity InvestmentsOct 2018 to May 2023
- Fidelity Investments, National Financial Services LLCAug 2017 to Nov 2024
- Fidelity InvestmentsDec 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Nilsine Partners, LLC
$1.9BAssets managed
559Clients
15Advisers
5 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
- 6545751
- Firm CRD
- 315694