Meet the Experts Behind Your Success

Jess Simon is the Client Onboarding Manager at SAX Wealth Advisors, where she leads the onboarding and integration of advisors and their client relationships during the M&A process. Her focus is ensuring a smooth, organized transition and continuity of service as new advisors and their clients join the firm.

In her day-to-day role, Jess collaborates with advisors, operations teams, custodians, and back-office partners to coordinate the onboarding of client relationships. She manages the details that keep paperwork, account setup, and transitions progressing smoothly from start to finish, bringing structure and accountability to what is often a complex, multi-party process.

Jess has over a decade of experience in RIA operations, supporting advisors and firms at various stages of growth and complexity. Her focus is on building organized, efficient processes that bring consistency to complex environments, making her a trusted partner to advisors navigating transitions.

Outside of work, Jess enjoys spending time with her husband, son, and hound dog, Penny- whether at baseball games, exploring parks, trying new restaurants, or escaping to the mountains for a break from the Florida heat.