John Sigmund Simonson

Current Employers

Employment History

• 07/2007 → 09/2016
  Morgan Stanley & Co., Inc.
  Tucson, AZ
• 06/2009 → 09/2016
  Morgan Stanley Smith Barney
  Tucson, AZ
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 04/2022
  First Financial Equity Corp
  Tucson, AZ
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2016 → Present
  Simonson Wealth Management
  Tucson, AZ
• 12/2022 → Present
  John S. Simonson Llc
  Tucson, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-10-06 → 2022-04-20
  Ffec Wealth Partners Llc
  Scottsdale, AZ
  Tucson, AZ
  Scottsdale, AZ
• 2009-06-01 → 2016-10-04
  Morgan Stanley
  Tucson, AZ
  Tucson, AZ
• 2007-10-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tucson, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: MATHER INVESTMENT LTD INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PARTNERSHIP START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: TRUSTEE; 2. NAME OF OTHER BUSINESS: SPAULDING VENTURE LTD PARTNERSHIP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PARTNERSHIP START DATE: 04/1998 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: GENERAL PARTNER; 3. NAME OF OTHER BUSINESS: MATHER INVESTMENT LLP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ESTATE PLANNING START DATE: 04/1998 POSITION/TITLE/RELATIONSHIP: GENERAL PARTNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: SIMONSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2016 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DAY TO DAY FINANCIAL ADVISOR ACTIVITIES; 6. NAME OF OTHER BUSINESS: JOHN S. SIMONSON LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OWNER OF LLC FOR COMMISSION AND FEES; 7. NAME OF OTHER BUSINESS: JAY-SIX RANCH INC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FAMILY LIMITED PARTNERSHIP, START DATE:09/2023, POSITION/TITLE/RELATIONSHIP: CO-DIRECTOR, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DECISIION MAKING ON 2 REAL ESTATE HOLDINGS, IE CATTLE LEASES AND POTENTIAL LIQUIDATE OF PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-15
• S63 Uniform Securities Agent State Law Examination
  1991-01-24