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JS

John C. Simmerman

Some features on this profile are disabled
CRD#: 6963558
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Cooper Simmerman, who also goes by Cooper Simmerman, John Simmerman, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2018. John had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cooper Simmerman | John Simmerman

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.
NON-INVESTMENT-Co-hosts social media posts/blogs/audio about West Virginia. Interviews West Virginians and talks about their life and how it was impacted by being from WV. Mountaineer Media Podcast LLC, has merchandise for sale on website,(mountaineermedia.org). 382 Roxalana Hills Drive, Dunbar WV 25064 02/2020, BOARD MEMBER WITH NATIONAL CAPITAL AREA MOUNTAINEERS ALUMNI GROUP HELPING TO ORGANIZE ALUMNI GATHERINGS, COMMUNICATE BACK WITH WVU TO ENGAGE WITH STUDENTS AND ALUMNI. WORK APPROX 2 HRS PER MONTH 06/2020, Member of LLC, Mountaineer Media Podcast LLC 382 Roxalana Hills Drive, Dunbar WV 25064 Position includes Media personality, co-owner, I co host a podcast that interviews West Virginians about their life and relationship to West Virginia. My job also includes coordinating with businesses for sponsorship and advertising on our media channels working approx 20 hrs per mo. (social media, and podcast) 8/14/2019 Young Executives Board member/officer/director 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182 Co-Chairman, Help spread awareness and plan networking events for our group on our social media pages. Book speakers, run happy hours and plan new outings. 2 hours per month

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 20, 2022 - April 17, 2023

CENTURION WEALTH MANAGEMENT

RIA
CRD#: 317929
West Chester, PA
Past

February 9, 2021 - May 20, 2022

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
West Chester, PA
Past

February 8, 2021 - April 18, 2023

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

November 9, 2018 - January 28, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
FALLS CHURCH, VA
Past

August 24, 2018 - January 28, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FALLS CHURCH, VA

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".
CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA
Registered Investment Advisory firm - (1/7/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2018
General Securities Representative Examination

Current Firm

CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA
Registered Investment Advisory firm - (1/7/2022 Approved)
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Contact information

Main Address
7901 Jones Branch Drive Suite 230, Mclean, VA 22102
Mailing Address
Phone number
(571) 765-1890
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWM ADV 2 - JANUARY 2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts1,611
AUM (Assets Under Management)$ 741,181,353

Red Flags

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.

Company Information

CENTURION WEALTH MANAGEMENT

CRD#: 317929

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