Adam Simon

Vice President Operations at J.P. Turner & Company LLC

Adam Simon

Adam Simon

Vice President Operations at J.P. Turner & Company LLC

Biography

Adam is a highly experienced veteran of the financial services industry and currently serves as vice president of J.P. Turner's operations department. He has a broad range of trading, operations and compliance experience working with general securities, derivatives, managed futures and municipal securities. Prior to joining J.P. Turner, Adam served in compliance and operations roles and acted as branch manager and Series 7 instructor for a boutique firm in Florida. From there he joined Morgan Stanley Dean Witter and worked as a retail broker moving on to once again serve dual compliance and operations roles for an independent Florida firm. Adam joined J.P. Turner in 2005 and he and his team provide back office support to J.P. Turner's nationwide network of independent representatives. He attended Palm Beach Community College and Florida Atlantic University.

Overview

RelSci Relationships

170

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Relationships

View Relationship Details

RelSci Relationships are individuals Adam Simon likely has professional access to. A relationship does not necessarily indicate a personal connection.

William Louis Mello

Founding Partner at J.P. Turner & Company LLC

Relationship likelihood: Strong

Dean Vernoia

Chief Operating Officer at J.P. Turner & Company LLC

Relationship likelihood: Strong

Jim Attaway

Chief Technology Officer at J.P. Turner & Company LLC

Relationship likelihood: Strong

Michael Allen Bresner

Lead, New Product & Due Diligence Department at J.P. Turner & Company LLC

Relationship likelihood: Strong

Al Pierantozzi

Director-Business Development at J.P. Turner & Company LLC

Relationship likelihood: Strong

Clinton Datees Gharib

Director of Investment Products at J.P. Turner & Company LLC

Relationship likelihood: Strong

Bradley J. Donner

Managing Member at J.P. Turner & Company LLC

Relationship likelihood: Strong

Reed Lengel

Senior Vice President of Supervision at J.P. Turner & Company LLC

Relationship likelihood: Strong

Marc H. Slavny

Executive Vice President of Capital Markets, Director of Due Diligence at Capital Square 1031 LLC

Relationship likelihood: Strong

Heidi Wheatley

Former Director of Marketing at J.P. Turner & Company LLC

Relationship likelihood: Strong

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You

Adam Simon

Vice President Operations at J.P. Turner & Company LLC

Education

Graduate Degree

Florida Atlantic University

Florida Atlantic University (also referred to as FAU or Florida Atlantic) is a public university located in Boca Raton, Florida with five satellite campuses located in the Florida cities of Dania Beach, Davie, Fort Lauderdale, Jupiter, and in Fort Pierce at the Harbor Branch Oceanographic Institution. FAU belongs to the 12-campus State University System of Florida and serves South Florida which has a population of more than three million people and spans more than 100 miles (160 km) of coastline.

Attendee

Palm Beach State College

Palm Beach State College is a school in Lake Worth.

Career History

Vice President Operations

2005 - Current

J.P. Turner & Company LLC

JP Turner & Co. (JP Turner) the full-service brokerage subsidiary of Braves Aquisition LLC, ultimately held by RCS Capital Corp. (NYSE: RCAP) in the US. Located in Peachtree City, the firm provides an array of trading and execution services for their clients. They do not provide any internal research. JP Turner is a member of the NASD and the SIPC.

Professional

Prior

Morgan Stanley Dean Witter

Other Affiliations

Adam Simon is affiliated with J.P. Turner & Company LLC, Morgan Stanley Dean Witter

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