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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 Jul 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 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 →

CB Caden Bretzloff-Rohrs Caden Bretzloff-Rohrs Colleague at AssetmarkBoston, Massachusetts, United States View → DG Daryl Graves Daryl Graves Colleague at AssetmarkSan Francisco Bay Area, United States View → AJ Aaron Jones Aaron Jones Colleague at AssetmarkScottsdale, Arizona, United States View → JH Julia Hitryh Julia Hitryh Colleague at AssetmarkPleasant Hill, California, United States View → RE Rachel Eversole Rachel Eversole Colleague at AssetmarkLas Vegas, Nevada, United States View → CR Casey Ries Casey Ries Colleague at AssetmarkPhoenix, Arizona, United States View → SU Sal Ukani Sal Ukani Colleague at AssetmarkGreater Chicago Area, United States View → JD Justin Dassele Justin Dassele Colleague at AssetmarkPhoenix, Arizona, United States View → LM L.A. Mcgee, Cipm® L.A. Mcgee, Cipm® Colleague at AssetmarkGreater Phoenix Area, United States View → HS Hemanth Srinivasan Hemanth Srinivasan Colleague at AssetmarkCharlotte Metro, 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 Caden Bretzloff-Rohrs, Daryl Graves, Aaron Jones, Julia Hitryh, and Rachel Eversole.

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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