JAMES MAURICE SIMON is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with RENEW WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RENEW WEALTH MANAGEMENT LLC | 2024-02-06 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2010-08-30 | 2022-09-19 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2007-04-09 | 2010-04-07 | — |