Best Investors Account Sign in
Inactive

Jenna Mary Morr

Simon Quick Advisors, LLC

New York, NY

Morristown, NJ

CRD 5948157

Claim This Profile
Employer firm

Simon Quick Advisors, LLC CRD 132330

$9.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Simon Quick Advisors, Llc

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-05
  • NY RA
    APPROVED
    Since 2021-04-05

Branch Locations

1270 6Th Ave Suite 420, New York, NY 10020 • United States

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simon Quick Advisors, Llc Morristown NJ 05/2013 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Jenna Mary Wilson

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor