James CPA's Colleagues at SIMON Markets LLC
James CPA's Contact Details
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SIMON Markets LLC
James CPA's Company Details
Launched in 2018, SIMON helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The SIMON platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence.Over 100,000 financial professionals with $5 trillion in client assets turn to SIMON to stay ahead in an ever-evolving investment landscape.