Simon W. Day
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCMay 2024 to now
- Powderhorn Mountain HealthcareFeb 2024 to Apr 2024
- UnemployedMay 2023 to Jan 2024
- TD Ameritrade (charles Schwab & Co.)Sep 2022 to Apr 2023
- UnemployedJun 2022 to Sep 2022
- AmazonJan 2021 to Jun 2022
- UnemployedJul 2020 to Jan 2021
- TD Construction LLCNov 2018 to Jul 2020
- UnemployedMay 2018 to Oct 2018
- Act ConstructionFeb 2017 to May 2017
- Adecco Employment ServicesJan 2017 to Feb 2017
- A Plus Student Staffing IncMar 2015 to Apr 2018
- Pdc LaborJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7605427
- Firm CRD
- 79