# SIMON NEAL JERRY

SIMON NEAL JERRY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | MANAGER | ROCKFORD, IL |
| — | Form ADV | [EXENCIAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/130475) | ELECTED MANAGER | OKLAHOMA CITY, OK |
| — | Form ADV | [HIGHLINE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/142542) | SHAREHOLDER | ROCKVILLE, MD |
| — | Form ADV | [MELTZER WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/121018) | PRESIDENT, CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | [WEALTHSPIRE ADVISORS, L.P.](https://search.stillhousedata.com/firm/168095) | CHIEF EXECUTIVE OFFICER | POTOMAC, MD |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.