John
Simon

Pacific Capital Associates, Inc

CRD#4100566
Investment Advisor
in San Diego, CA
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About this Advisor

John Simon is a certified financial planner operating out of San Diego, California, who has 15 years of work experience. Simon is an employee of Pacific Capital Associates, Inc. During their career, Simon has held roles at Girard Securities Inc, Crawford Capital Management, Inc and Cetera Advisor Networks LLC. Simon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Pacific Capital Associates, Inc is a financial advisory company that has its headquarters in San Diego, California. The company has offices in two locations and just five financial advisors. It controls $110 million in total assets across its 547 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 547 accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Pacific Capital Associates, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically vary depending on which services are provided. Fees charged by Pacific Capital Associates, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4747 Viewridge Ave Ste 107
San Diego, CA 92123-1688

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Pacific Capital Associates, Inc Brokerage Details

Total Assets Under Management

$146,204,666

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

985

CA Average: 3,727
Average Account Size

$148,431

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Simon Work History

John has 15 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2012 - Present (7 years)

Crawford Capital Management, Inc

2003 - 2017 (14 years)

Girard Securities Inc

Disclosures

John Simon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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