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Jeffrey S Simet

Investment adviser representative at Verdence Capital Advisors, LLC
10 yearsYears since first job or exam
1 stateRegistered in
$4.6B
9 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(410) 472-5380verdencepro.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Verdence Capital Advisors, LLCJan 2025 to now
  2. T. Rowe PriceApr 2024 to Jan 2025
  3. UnemployedDec 2023 to Apr 2024
  4. Hyland Advisors LLCApr 2023 to Dec 2023
  5. UnemployedDec 2022 to Apr 2023
  6. University of Pittsburgh Main CampusAug 2022 to Dec 2022
  7. Hyland Advisors LLCMay 2022 to Aug 2022
  8. University of Pittsburgh Main CampusJan 2022 to Apr 2022
  9. Hyland Advisors LLCAug 2021 to Dec 2021
  10. Hyland Advisors LLCJul 2020 to Jul 2021
  11. Maryland Cleaning and AbatementJun 2020 to Jul 2020
  12. University of Maryland College ParkJan 2020 to Jun 2020
  13. Foulger-Pratt CompaniesJan 2020 to Jan 2020
  14. University of Maryland College ParkAug 2019 to Dec 2019
  15. Brawner BuildersMay 2019 to Aug 2019
  16. University of Maryland College ParkAug 2018 to May 2019
  17. Il BasilicoMay 2018 to Aug 2018
  18. University of Maryland College ParkAug 2017 to May 2018
  19. An Poitin StilMay 2017 to Aug 2017
  20. University of Maryland College ParkAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MD).

Verdence Capital Advisors, LLC

$4.6B
1,876Clients
47Advisers
9 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7897471
288512
Advisor's SEC record
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