Patrick Simon
Investment Adviser Representative at Aventura Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Simon is an investment adviser representative with Aventura Private Wealth, LLC in Aventura, FL, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Insigneo Advisory Services, LLC and Wells Fargo Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JP Morgan Securities LLCFeb 2016 – Aug 2021Surfside, FL
- JP Morgan Chase BankFeb 2016 – Aug 2021Surfside, FL
- A2z Goods, LLC.Aug 2020 – Aug 2021Miami, FL
- Wells Fargo BANK, NAJul 2021 – Apr 2024Miami, FL
- Wells Fargo Clearing Services, LLCJul 2021 – Apr 2024Miami, FL
- Insigneo Securities LLCApr 2024 – Nov 2024Miami, FL
- Insigneo Advisory Services LLCApr 2024 – Nov 2024Miami, FL
- Aventura Private Wealth, LLCNov 2024 – no end date reportedAventura, FL
- Aventura Private Insurance, LLCNov 2024 – no end date reportedAventura, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aventura Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Trust services, private wealth management, financial planning, investment advisory, risk management, philanthropy, retirement planning, tax-conscious investing, private market access (including pre-IPO and growth-stage investments), family office services, exit planning and business structuring for founders and executives, CPA partnership and tax strategy coordination, risk management and insurance coordination, and liquidity management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Aventura, FL
- SEC file number:
- 801-130986
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Aventura Private Wealth, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Simon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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