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About this Advisor
Simon Cain is a financial advisor whose office is in Tempe, Arizona. Currently an advisor at Edward Jones, they have accumulated 10 years of experience as an investment advisor. Cain holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Cain can serve investors in Missouri. Over the course of their career, they have held roles at Wells Fargo Bank, Wells Fargo Investments, Usaa Financial Advisors, Inc, Chase Investment Services Corp, Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Usaa Life Insurance Company, Usaa Financial Planning Services and Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 brick-and-mortar locations throughout the country. As a company, Edward Jones manages $329 billion in assets dispersed across 3,047,151 client accounts and retains more than 23,408 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Simon Cain Work History
Simon has 11 years of experience.
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
J.P. Morgan Securities LLC
Usaa Life Insurance Company
Chase Investment Services Corp
Jp Morgan Chase Bank
Wells Fargo Investments
Wells Fargo Bank
Simon Cain has no disclosures.
Please visit their SEC profile for more details.
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