Barry G Simmons

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 09/2018
  Jp Morgan Securities, Llc
  New York, NY
• 05/2016 → 10/2017
  Jp Morgan Chase Bank N.A.
  New York, NY
• 09/2018 → 05/2023
  Jp Morgan Securities, Llc
  Los Angeles, CA
• 06/2023 → Present
  Wells Fargo Clearing Services
  New York, NY
• 06/2023 → Present
  Wells Fargo Clearing Services
  New York, NY

Previous Registrations

• 2017-10-31 → 2023-06-01
  J.P. Morgan Securities Llc
  New York, NY
  Los Angeles, CA
  New York, NY
• 2014-11-25 → 2016-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

RENTAL PROPERTY, INV RELATED, ELMSFORD, NY, 100% OWNERSHIP, START: 6/1/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; COUNCIL OF URBAN PROFESSIONALS, NOT INV RELATED, NEW YORK, NY, BOARD MEMBER, START: 1/1/2022, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, BOCA RATON, FL, 100% OWNERSHIP, START: 6/1/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, LOS ANGELES, CA, 100% OWNERSHIP, START: 5/15/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, CABO SAN LUCAS, MX, 100% OWNERSHIP, START 11/1/24, 2 HRS PER MONTH, 0 HRS DURING TRADING,

Exams

• S66 Uniform Combined State Law Examination
  2014-11-23

Other Names

• Barry Gerard Simmons
• Barry Gerard Simmons
• Barry G. Simmons