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John Peter Simon

Simon Quick Advisors, LLC

Morristown, NJ

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Current Employers
Simon Quick Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-10-19
  • NJ RA
    APPROVED
    Since 2017-10-19

Branch Locations

310 South Street Pob 1913, 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
William E. Simon & Sons, Llc Morristown NJ 12/1994 07/2017
Simon Quick Advisors, Llc Morristown NJ 07/2017 Present
  • 12/1994 → 07/2017
    William E. Simon & Sons, Llc
    Morristown, NJ
  • 07/2017 → Present
    Morristown, NJ
Other Businesses

310 Partners Manager 5/8/12 Inv Related 310 South St., Morristown, NJ 07960 Real estate holding company .20 hrs. Alham Dir. 12/31/01 Inv Related 310 South St. Family investments 1.0 hrs. Amelia Munro Trust TTEE 12/20/05 Inv Related 310 South St. Investment trust assets .20 hrs. Arnold and Mabel Beckman Foundation Finance Chair Not Inv Related 100 Academy, Irvine, Ca 92617 Foundation 1.16 hrs. Charles Philip Bloom Trust TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. Estate of William E. Simon Co-Executor 10/23/00 Inv Related 310 South St. Investment of residual estate assets .10 hrs. Gabriella Munro Trust TTEE 12/20/05 Inv Related 310 South St. Investment trust assets .20 hrs. Georgia Madeleine Bloom Trust 7/28/98 TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. GST Trust WES and Carol Simon TTEE 12/17/01 310 South St. Inv Related Investment trust assets .25 hrs. Hannah Bloom Trust 7/28/98 TTEE 7/28/98 Inv Related 310 South St. Investment trust assets .20 hrs. Hidden Pond Foundation TTEE 12/1/08 Inv Related 310 South St. Investment of Foundation assets .20 hrs. Hidden Pond Partners Manager 1/23/03 Inv Related 310 South St. Family investments .50 hrs. Hidden Pond 7/15/98 Inv Related 310 South St. Family investments .50 hrs. IPP93 Dir. 5/17/93 Inv Related 310 South St. Family investments .05 hrs. IPP97 Realty Dir. 2/11/97 Inv Related 310 South St. Family investments .05 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. J.K. Morris Separate Children's Trust TTEE 4/16/99 Inv Related 310 South St. Investment trust assets .25 hrs. Johanna K. Morris Discretionary Trust for Children TTEE 2/13/98 Inv Related 310 South St. Investment trust assets.25 hrs. Munro Lifetime Exclusion Trust TTEE 8/17/00 Inv Related 310 South St. Investment trust assets .20 hrs. New Vernon Advisors Dir. 7/20/90 Inv Related 310 South St. Family investments .66 hrs. Richard Nixon Library and Birthplace Foundation Investment Chair Inv Related 310 South St. Investment of non-prof investments .66 hrs. Simon WC Investors Owner 6/1/15 Inv Related 310 South St. Family investments .05 hrs. Simon Children's Trust TTEE 12/30/91 Inv Related 310 South St. Investment trust assets .20 hrs. Sino Finance Group Manager Inv Related .05 hrs. South Street Capital and South Street Investments Dir. 10/14/93 Inv Related 310 South St. Family investments 1.0 hrs. South Street Capital II President 5/4/07 Inv Related 310 South St. Family investments .50 hrs. St. Mary's Abbey Inv Committee 02/16/10 Inv Related 230 Mendham Rd., Morristown, NJ 07960 Investment of non-profit assets .66 hrs. Jonathan,David Kyle,Charles,Carol Ann Streep Trusts TTEE 12/28/94 Inv Related 310 South St. Investment trust assets .20 hrs. Hills Development Dir. Inv Related 310 South St. Real estate hold co .05 hrs. TOHAIKU President 7/1/08 Inv Related 310 South St. Family investments .20 hrs. WS Hills Associates Dir. 3/20/89 Inv Related 310 South St. Liquidating real estate holding companies .05 hrs. WC WESINVEST/WESINVEST INC Dir. 5/31/00 Inv Related Family investments .05 hrs. WESKIDS LP/WESKIDS Inc Dir. 12/29/93 Inv Related 310 South St. Family investments .33 hrs. WESKIDS III President 12/16/98 Inv Related 310 South St. Family investments .33 hrs. Wesly Creek President 7/30/05 Inv Related 310 South St. Family investments .33 hrs. WESS Retirement Plan Trustee Inv Related 310 South St. Investment of retirement plan .42 hrs. WESS LLC Dir. 12/6/94 Inv Related 310 South St. Family investments 1 hrs. WES Endowment Fund Chairman 8/31/03 Inv Related 310 South St. Investment of endowment .16 hrs. WES Foundation Dir 12/29/00 Inv Related 140 E 45th St. Ste 14D, New York 10017 Investment of non-profit assets 5 hrs. WES Jr. Irr. Trust TTEE 1/11/93 Inv Related 310 South St. Investment trust assets .05 hrs.

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