Jeremy Simms Office
CFP®, ChFC®, CIMA®Professional Summary
Jeremy Simms Office, CFP®, ChFC®, CIMA® is a registered financial advisor currently at MACLENDON WEALTH MANAGEMENT, LLC located in Delray Beach, Florida and APW CAPITAL, INC. located in Delray Beach, Florida. Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jeremy has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 3, Series 31, Series 7, Series 10...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
MACLENDON WEALTH MANAGEMENT, LLC
Contact Information
Main Address
137 Nw 1st Avenue, Delray Beach, FL 33444Phone Number
(561) 293-3520# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
34AUM (Assets Under Management)
$129,587,861Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | Cover Page | Report |
| 10/28/2024 | Cover Page | Report |
| 01/24/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MACLENDON WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/21/2011)
(6/24/2014)
(6/24/2014)
(2/18/2015)
(6/24/2014)
(6/24/2014)
(12/13/2021)
(2/12/2013)
(6/24/2014)
(6/24/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2006About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Simms Office's CRS (Customer Relationship Summary).
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