JO
Jeremy S. Office
MACLENDON WEALTH MANAGEMENT
Delray Beach, FL 33444
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CRD#: 4526007
JO
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 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
(1) MACLENDON WEALTH MANAGEMENT; INVESTMENT RELATED; 137 NW 1ST AVENUE, DELRAY BEACH, FL 33444; RIA; PRINCIPAL; 6/10/2011; 144 HRS/MONTH - 110 DURING SECURITIES HOURS; FINANCIAL ADVISOR. (2) SJO WORLD WIDE LLC, d/b/a used: Knight Sky Capital/Knight Sky Ventures; INVESTMENT RELATED;137 NW 1ST AVENUE , DELRAY BEACH, FL 33444; Service description: Personal/private equity investments; Title: LLC Member; Start date: 6/10/2011; Duties: investment evaluation; Amount of time devoted: 4 HRS/month. (3) Insurance Producer; Delray Beach, FL; non-investment related; Start date: 3/22/19; Duties: selling term/LTC policies; Title: Principal; Time spent: 3 hrs/mo. (4) RV Rental, Delray Beach, FL; non-investment related; Start date: 3/01/2006; Duties: rent out a personally owned RV through RVshare.com; Time spent: 0. (5) Luna Morada, Investment related: No, 137 NW 1st Ave, Delray Beach, FL, 33444, Privately owned rental property in the Keys, Owner, 03/10/2021, 1 hour / month, Oversight of property when necessary (6) Jeremy Office, Investment related:Yes, 137 NW 1st Ave, Delray Beach, FL, 33444, Trustee, Trustee, 01/01/2024, 4-5 hours a month, Account oversite, tax coordination, trust reviews, legal and accounting coordination
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Simms Office's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
June 21, 2011 - Present
MACLENDON WEALTH MANAGEMENT, LLC
Office #1: 137 Nw 1st Avenue, Delray Beach, FL 33444RIA
CRD#: 157819
Delray Beach, FL
Current
June 24, 2014 - Present
APW CAPITAL, INC.
Office #1: 137 Nw 1st Ave, Delray Beach, FL 33444BD
CRD#: 43814
Delray Beach, FL
Past
August 2, 2011 - June 20, 2014
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
DELRAY BEACH, FL
Past
August 5, 2002 - June 23, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
July 11, 2002 - June 23, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819 / SEC#: 801-72376
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(6/21/2011)
RR
Florida(6/24/2014)
RR
Hawaii(6/24/2014)
RR
Maryland(2/18/2015)
RR
Michigan(6/24/2014)
RR
New York(6/24/2014)
RR
Ohio(12/13/2021)
IAR
Texas(2/12/2013)
RR
Texas(6/24/2014)
RR
Virginia(6/24/2014)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819 / SEC#: 801-72376
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
137 Nw 1st Avenue, Delray Beach, FL 33444
Mailing Address
Phone number
(561) 293-3520
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 129,735,249 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819Delray Beach, FL 33444TRUST BUT VERIFY
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