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Edward Simon

&Partners

Englewood, CO

Clayton, MO

Englewood, CO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-08
  • CO RA
    APPROVED
    Since 2026-06-08

Branch Locations

Englewood, CO • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Englewood, CO • 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
&Partners Nashville TN 06/2026 Present
Fidelity Investments, National Financial Services Llc Boston MA 08/2017 11/2024
Johnson Financial Group Llc Denver CO 12/2024 06/2026
Jfg Wealth Management Denver CO 12/2024 06/2026
Rk Capital Denver CO 06/2023 11/2024
Fidelity Investments San Francisco CA 11/2019 05/2023
Fidelity Investments San Francisco CA 10/2018 11/2019
Fidelity Investments Merrimack NH 12/2015 07/2017
  • 06/2026 → Present
    &Partners
    Nashville, TN
  • 08/2017 → 11/2024
    Fidelity Investments, National Financial Services Llc
    Boston, MA
  • 12/2024 → 06/2026
    Johnson Financial Group Llc
    Denver, CO
  • 12/2024 → 06/2026
    Jfg Wealth Management
    Denver, CO
  • 06/2023 → 11/2024
    Rk Capital
    Denver, CO
  • 11/2019 → 05/2023
    Fidelity Investments
    San Francisco, CA
  • 10/2018 → 11/2019
    Fidelity Investments
    San Francisco, CA
  • 12/2015 → 07/2017
    Fidelity Investments
    Merrimack, NH
Previous Registrations
  • 2024-12-13 → 2026-04-20
    Jfg Family Office
    Denver, CO
  • 2024-12-13 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-28
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S63 Uniform Securities Agent State Law Examination
    2026-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25
Other Names
  • Edward Michael Simon
  • Edward Simon

View on SEC IAPD

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DEAN ALLEN RAGER

Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO

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