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James P. Simon, Jr. Email & Phone Number

Senior Wealth Management Consultant at AssetMark at AssetMark
Location: Boalsburg, Pennsylvania, United States 4 work roles 1 school
1 work email found @assetmark.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@assetmark.com
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Current company
AssetMark
Role
Senior Wealth Management Consultant at AssetMark
Location
Boalsburg, Pennsylvania, United States
Company size
640 employees

Who is James P. Simon, Jr.? Overview

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Quick answer

James P. Simon, Jr. is listed as Senior Wealth Management Consultant at AssetMark at AssetMark, a company with 640 employees, based in Boalsburg, Pennsylvania, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for James P. Simon, Jr..

James P. Simon, Jr. previously worked as Senior Wealth Management Consultant at Assetmark and Senior Portfolio Analyst at Assetmark. James P. Simon, Jr. holds Bachelor Of Science (Bs), Economics from Penn State University.

Company email context

Email format at AssetMark

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*@assetmark.com
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AeroLeads found 1 current-domain work email signal for James P. Simon, Jr.. Compare company email patterns before reaching out.

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Profile bio

About James P. Simon, Jr.

James P. Simon, Jr. is a Senior Wealth Management Consultant at AssetMark at AssetMark. He possess expertise in leadership, management, customer service, asset allocation, investment management and 21 more skills.

Listed skills include Leadership, Management, Customer Service, Asset Allocation, and 22 others.

Current workplace

James P. Simon, Jr.'s current company

Company context helps verify the profile and gives searchers a useful next step.

AssetMark
Assetmark
Senior Wealth Management Consultant at AssetMark
concord, california, united states
Website
assetmark.com
Employees
640
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Company profile
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4 roles

James P. Simon, Jr. work experience

A career timeline built from the work history available for this profile.

Senior Wealth Management Consultant

Current
Assetmark
Dec 2018 - Present

Senior Portfolio Analyst

Current
Assetmark
Apr 2015 - Present

Client Service Manager

Pnc
Aug 1994 - May 2000
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts for 640 employees →

EE Erich Elleson Erich Elleson Colleague at Assetmark Martinez, California, United States, United States View → CC Christian Chan Christian Chan Colleague at Assetmark Orinda, California, United States, United States View → DK Darshan Kedambadi Darshan Kedambadi Colleague at Assetmark Concord, California, United States, United States View → TC Trevor Cornett Trevor Cornett Colleague at Assetmark Glen Carbon, Illinois, United States, United States View → MG Matthew Greenwell Matthew Greenwell Colleague at Assetmark Phoenix, Arizona, United States, United States View → CZ Chris Zorza Chris Zorza Colleague at Assetmark Phoenix, Arizona, United States, United States View → HS Hannah Shackelford Hannah Shackelford Colleague at Assetmark Hemet, California, United States, United States View → BP Brian Posner Brian Posner Colleague at Assetmark Mineola, New York, United States, United States View → TO Thomas Overhoff Thomas Overhoff Colleague at Assetmark Monrovia, California, United States, United States View → JD Jack Driggs, Cima® Jack Driggs, Cima® Colleague at Assetmark Greater Chicago Area, United States, United States View →
1 education record

James P. Simon, Jr. education

FAQ

Frequently asked questions about James P. Simon, Jr.

Quick answers generated from the profile data available on this page.

What company does James P. Simon, Jr. work for?

James P. Simon, Jr. works for AssetMark.

What is James P. Simon, Jr.'s role at AssetMark?

James P. Simon, Jr. is listed as Senior Wealth Management Consultant at AssetMark at AssetMark.

What is James P. Simon, Jr.'s email address?

AeroLeads has found 1 work email signal at @assetmark.com for James P. Simon, Jr. at AssetMark.

Where is James P. Simon, Jr. based?

James P. Simon, Jr. is based in Boalsburg, Pennsylvania, United States while working with AssetMark.

What companies has James P. Simon, Jr. worked for?

James P. Simon, Jr. has worked for Assetmark, Aris Corporation, and Pnc.

Who are James P. Simon, Jr.'s colleagues at AssetMark?

James P. Simon, Jr.'s colleagues at AssetMark include Erich Elleson, Christian Chan, Darshan Kedambadi, Trevor Cornett, and Matthew Greenwell.

How can I contact James P. Simon, Jr.?

You can use AeroLeads to view verified contact signals for James P. Simon, Jr. at AssetMark, including work email, phone, and LinkedIn data when available.

What schools did James P. Simon, Jr. attend?

James P. Simon, Jr. holds Bachelor Of Science (Bs), Economics from Penn State University.

What skills is James P. Simon, Jr. known for?

James P. Simon, Jr. is listed with skills including Leadership, Management, Customer Service, Asset Allocation, Investment Management, 401K, Project Planning, and Financial Analysis.

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