Unclaimed Profile

John Darold Simmons

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, Series 15, Series 63, Series 65, Series 79TO18 years registeredWASHINGTON WEALTH MANAGEMENT, LLC

3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 92130CRD# 1766453Firm CRD# 155193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Darold Simmons · SAN DIEGO, CA

Registration

CRD #1766453 · WASHINGTON WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2020 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2017 – Jan 2019

Draper, UT

WASHINGTON WEALTH MANAGEMENT

Nov 2011 – Dec 2015

SALT LAKE CITY, UT

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2011

SAN DIEGO, CA

MORGAN STANLEY & CO. INCORPORATED

Mar 2008 – Jun 2009

SAN DIEGO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2007 – Mar 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 9

Series 10

Series 15

Series 63

Series 65

Series 79TO

Registration record

First registered · November 13, 2007

Years registered · 18

Disclosure History

2000Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD 155193 · SEC 801-71936

AUM

$7.3B

Regulatory assets under management

Employees

158

21,652 client accounts

Services offered by KESTRA PRIVATE WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Introduction

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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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