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Joel Howard Simkins

Stonehaven, LLC

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About Joel Howard Simkins

Joel Howard Simkins is an investment banking professional with over 20 years of experience in the financial services industry. Joel has a strong track record of success in a variety of roles, including investment banking, research, and sales and trading. Joel is currently registered with Stonehaven, LLC. Prior to joining Stonehaven, LLC, Joel was employed by Houlihan Lokey Capital, Inc., Truist Securities, Inc., Credit Suisse Securities (USA) LLC, Macquarie Capital (USA) Inc., Prudential Equity Group, LLC, Deutsche Bank Securities Inc., and Bear, Stearns & Co. Inc.

Firm Information

Joel Simkins is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joel Simkins’s Registration & Firm History

NY

05/21/2024 - Present

Stonehaven, LLC (NEW YORK NY)

NY

07/06/2022 - 05/29/2024

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

NY

04/07/2016 - 04/11/2022

TRUIST SECURITIES, INC. (NEW YORK NY)

NY

08/16/2010 - 05/18/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

09/13/2007 - 07/02/2010

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

NY

11/07/2006 - 06/22/2007

PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)

NY

08/16/2000 - 12/16/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

05/19/2000 - 08/16/2000

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2016

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/28/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/22/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Howard Simkins.
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