Jeremy Office has been Principal of Maclendon Wealth Management since June 2011, is a control person of the firm and directly owns 75% or more of it.
Maclendon Wealth Management, LLC is a Delray Beach, FL firm with $130M under management, 33 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Jeremy Office’s longest registration is the current one, 15 years at Maclendon Wealth Management since 2011. Before joining Maclendon Wealth Management in 2011, Jeremy Office was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 15 yearsDelray Beach, FL · Adviser representative · Firm CRD 157819
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsBoca Raton, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jeremy Office is registered as an investment adviser representative in 2 states. The first approvals date from June 2011; the most recent is Texas, in February 2013.
- FloridaSince 21 June 2011
- TexasSince 12 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 6 October 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 15 April 2006 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 March 2006 |
| Series 31 | Futures Managed Funds Examination | 2 March 2004 |
| Series 66 | Uniform Combined State Law Examination | 3 August 2002 |
| Series 7 | General Securities Representative Examination | 10 July 2002 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Simms Office
- CRD
- 4526007
- Firm
- Maclendon Wealth Management · CRD 157819
- Role
- Principal
- Office
- 137 NW 1ST AVENUE, Delray Beach, FL 33444
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeremy Office work?
Jeremy Office has been Principal of Maclendon Wealth Management, LLC since June 2011, and is a control person of the firm.
Is Jeremy Office a financial advisor?
Yes. Jeremy Office has a current investment-adviser registration in Florida and Texas, through Maclendon Wealth Management since June 2011.
How many years of experience does Jeremy Office have?
Jeremy Office has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Jeremy Office passed?
Jeremy Office has passed 7 licensing exams: the Series 7, Series 66, Series 31, Series 9, Series 10, Series 3 and Series 99TO. The earliest, the Series 7, was passed in July 2002. FINRA credited Jeremy Office with the SIE, which began in October 2018.
Where is Jeremy Office based?
Jeremy Office’s registered office is in Delray Beach, FL.
Is Jeremy Office registered with FINRA?
Yes. Jeremy Office has a current broker registration, under CRD 4526007.
Source: FINRA BrokerCheck
How can I verify Jeremy Office’s record?
Search CRD 4526007 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeremy Office’s full registration record.