About Us
DeSimone Investments was founded in 2011 with the mission of offering individuals an alternative to the large brokerage house, commission based advisors. We do not sell any investment products, but instead work closely with our clients to develop a customized plan with the goal of becoming a trusted partner for many, many years to come.
As a fee based Registered Investment Advisory firm we have a fiduciary duty to act in our client’s best interest.
Jim DeSimone, Jr.
Founder and President
DeSimone Investments
Jim is an Investment Advisor registered in his home state of New Jersey, is Series 65 certified, and has over 20 years of Investment Experience. He earned a Master’s degree in Financial Management from Pace University located in Manhattan. While there he had the privilege to learn and work with former Wall Street equity option traders as well as consultants for numerous financial institutions including Deutsche Bank, Goldman Sachs and Citicorp.
Before starting his own company, DeSimone Investments in early 2011, Jim worked in both small/ mid-size companies as well as gaining 10 years of experience with a Fortune Top 50 firm.
His area of expertise is portfolio management and options trading. He currently manages over 100 individual private client accounts.
Jim enjoys spending time with his family and resides in Central New Jersey with his wife and two children.