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John Darold Simmons

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 92130CRD# 1766453Firm CRD# 155193
01

About

John Darold Simmons is a registered financial advisor based in SAN DIEGO, California, affiliated with WASHINGTON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KESTRA PRIVATE WEALTH SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
AUM
$7.3B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1766453
Firm CRD# 155193
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Darold Simmons offer?
John Darold Simmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are John Darold Simmons's credentials?
John Darold Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Darold Simmons located?
John Darold Simmons is based in SAN DIEGO, California, working with WASHINGTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does John Darold Simmons charge for services?
John Darold Simmons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHINGTON WEALTH MANAGEMENT, LLC?
WASHINGTON WEALTH MANAGEMENT, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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