Investment adviser representative · Verdence Capital Advisors, LLC
Jeffrey S. Simet
CRD 7897471 · Hunt Valley, MD
At a glance
Jeffrey S. Simet is an investment adviser representative with Verdence Capital Advisors, LLC in Hunt Valley, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Verdence Capital Advisors, LLCSince April 2026Hunt Valley, MD · $4.6B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Verdence Capital Advisors, LLC
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- David R. BakerHunt Valley
- Lucas R. BelangerHunt Valley
- Martin A. Eader IIHunt Valley
- Megan M. FoardHunt Valley
- Brian J. GrumbachHunt Valley · Certified Financial Planner
- Ayaz HasanHunt Valley · Certified Financial Planner
- Charles S. HoltHunt Valley
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