James Maurice Simon

Current Employers

Employment History

• 03/2010 → 08/2022
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 05/2012 → 08/2022
  Charles Schwab Bank, Ssb
  Alexandria, VA
• 08/2014 → 10/2017
  Dc Army National Guard
  Washington, DC
• 10/2023 → Present
  Renew Wealth Management Llc
  Alexandria, VA
• 09/2022 → 10/2023
  Cresset Capital
  Alexandria, VA
• 06/2021 → Present
  White House Military Office
  Washington, DC
• 11/2003 → Present
  Us Army National Guard
  Washington, DC

Previous Registrations

• 2010-08-30 → 2022-09-19
  Charles Schwab & Co., Inc.
  Orlando, FL
  Tysons Corner, VA
  Alexandria, VA
  Tysons Corner, VA
  Tysons Corner, VA
• 2007-04-09 → 2010-04-07
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

(1) Licensed insurance professional; not-investment related; same business address; less than 10% of business time. (2) Operations Officer, White House Military Office, not-investment related; 06/2021 to Present AND Artillery Officer, US Army National Guard; not investment-related; 11/2003 to Present. Approximately 15 hours per month. Address: 1600 Pennsylvania Avenue, Washington, D.C. 20500. (3) Department of Defense Investment Board's Investment Advisory Committee; Investment-related; 1400 Defense Pentagon, Washington, DC 20301; Member; 4/2025; Approximately 10 hours per month; Provide financial and strategic guidance to the Department of Defense Investment Board. In this capacity, Mr. Simon does not have the authority to influence any investments of the Investment Board, which only utilizes US Treasury products.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-24

Designations

Other Names

• James M Simon