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Jordan Charles Simmonds

Capstone Partners

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About Jordan Charles Simmonds

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.

Firm Information

Jordan Simmonds is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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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Jordan Simmonds’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan Charles Simmonds. Review regulatory record here.
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