Shannon Julia Simar
Investment adviser representative at &partners
11 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Shannon Julia Simar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- &partnersOct 2025 to now
- Wells Fargo Clearing Services, LLCJul 2021 to Oct 2025
- Stifel Nicolaus & Co IncDec 2016 to Jul 2021
- Raymond James & AssociatesSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968448
- Firm CRD
- 3767