Unclaimed Profile

Jeremy Simms Office

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 31, Series 66, Series 99TOCFP ChFCClean record24 years registeredMACLENDON WEALTH MANAGEMENT, LLC

137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 4526007Firm CRD# 157819

Profile Verification

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

Identity

Jeremy Simms Office · DELRAY BEACH, FL

Registration

CRD #4526007 · MACLENDON WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MACLENDON WEALTH MANAGEMENT, LLC

Jun 2011 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2002 – Jun 2011

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 31

Series 66

Series 99TO

Registration record

First registered · August 5, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACLENDON WEALTH MANAGEMENT, LLC

CRD 157819 · SEC 801-72376

AUM

$123M

Regulatory assets under management

Employees

123 client accounts

Services offered by MACLENDON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Simms Office offer?

Jeremy Simms Office specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELRAY BEACH, Florida for a consultation.

What are Jeremy Simms Office's credentials?

Jeremy Simms Office holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremy Simms Office located?

Jeremy Simms Office is based in DELRAY BEACH, Florida, working with MACLENDON WEALTH MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.

How does Jeremy Simms Office charge for services?

Jeremy Simms Office'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 MACLENDON WEALTH MANAGEMENT, LLC?

MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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