Jeffrey Mitchell Simon

Current Employers

Kensington Wealth Management, Llc

4910 13Th Avenue, Brooklyn, NY 11219-3100 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-17

NY RA
APPROVED

Since 2025-06-17

Branch Locations

4910 13Th Avenue, Brooklyn, NY 11219-3100 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Kensington Capital Corp	Brooklyn	NY	01/2018	Present
Unemployed	Brooklyn	NY	07/2015	12/2017
Kensington Wealth Management, Llc	Brooklyn	NY	06/2025	Present

01/2018 → Present

Kensington Capital Corp

Brooklyn, NY
07/2015 → 12/2017

Unemployed

Brooklyn, NY
06/2025 → Present

Kensington Wealth Management, Llc

Brooklyn, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-01
S63	Uniform Securities Agent State Law Examination	2018-02-15

S65 Uniform Investment Adviser Law Examination

2025-04-01
S63 Uniform Securities Agent State Law Examination

2018-02-15

Other Names

Mendy Simon
Jeff Mitchel Simon
Jeffrey Michell Simon
Jeffery Mitchel Simon

View on SEC IAPD

Current Employers

Kensington Wealth Management, Llc

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

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