Unclaimed
Jordan Simmonds is a financial advisor with Capstone Partners. Jordan has been in the financial services industry for 10 years and holds the Series 79, Series 63, and SIE licenses. Jordan's previous experience includes working as an Investment Banking Registered Representative at NEXTGEN CAPITAL MARKETS, LLC and ARMORY SECURITIES, LLC. Jordan is registered to conduct business in California.
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.
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.
1
2
CA
05/08/2024 - Present
Capstone Partners (Irvine CA)
GA
04/26/2023 - 05/21/2024
NEXTGEN CAPITAL MARKETS, LLC (ATLANTA GA)
CA
10/15/2014 - 07/14/2015
ARMORY SECURITIES, LLC (Manhattan Beach CA)
NY
12/13/2013 - 10/01/2014
SEA PORT GROUP SECURITIES, LLC (NEW YORK NY)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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