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Jeremy Simms Office

Investment Adviser Representative at MACLENDON WEALTH MANAGEMENT, LLC

Delray Beach, FLCRD #4526007Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeremy Simms Office has worked in the securities industry since 2002. They have passed the Series 99, 66, 31, 10, 9, 7, and 3 examinations. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/3/2002
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 10/6/2006
Series 31
Futures Managed Funds Examination
Passed 3/2/2004
Series 7
General Securities Representative Examination
Passed 7/10/2002
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/15/2006
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/16/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Maclendon Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MACLENDON WEALTH MANAGEMENT, LLCCurrent
6/21/2011Delray Beach, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/5/20026/23/2011Boca Raton, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MACLENDON WEALTH MANAGEMENT, LLC

1 other advisor in the directory

View MACLENDON WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Simms Office 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jeremy Simms Office - Financial Advisor in Delray Beach, FL | AdvisorFinder