Eric Christopher Simon

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Edward Jones
  St Louis, MO

Other Businesses

"Investment Policy Committee Cypress, TX Start date: 2/11/2019 Member Hours per week: 0 Hours during trading: 0 Oversee neighborhood projects and how to allocate funds towards them. Not handling any cash, check writing, checks."

Exams

• S66 Uniform Combined State Law Examination
  2012-03-27

Designations

• Certified Financial Planner

Other Names

• Eric Simon