Justin Simmons has been an investment adviser representative at Davies Financial Advisors since September 2022, and is not listed among the firm’s executive officers or direct owners.
Davies Financial Advisors, Inc. is a Murrieta, CA firm with $123M under management, 171 clients and 6 advisers in one office, as of its March 2026 filing.
Justin Simmons’ longest registration was 7 years at Morgan Stanley (2009–2016). Before joining Davies Financial Advisors in 2022, Justin Simmons was registered through Commonwealth Financial Network and Morgan Stanley.
- Centura Wealth AdvisoryAlso current– present · 1 yearMurrieta, CA · Adviser representative · Firm CRD 296985
- – present · 4 yearsMurrieta, CA · Adviser representative · Firm CRD 139764
- Commonwealth Financial Network– · 4 yearsMurrieta, CA · Adviser representative · Firm CRD 8032
- Morgan Stanley– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 149777
- Commonwealth Financial Network– · under a yearMurrieta, CA · Adviser representative · Firm CRD 8032
- Morgan Stanley– · 7 yearsBeverly Hills, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearBeverly Hills, CA · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Justin Simmons is registered as an investment adviser representative in 2 states. Each was approved in September 2022.
- CaliforniaSince 29 September 2022
- TexasSince 28 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 December 2007 |
| Series 7 | General Securities Representative Examination | 16 November 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5213817
- Firm
- Davies Financial Advisors · CRD 139764
- Office
- 25109 JEFFERSON AVE, SUITE 205, Murrieta, CA 92562
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Simmons work?
Justin Simmons is an investment adviser representative registered through Davies Financial Advisors, Inc. since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Justin Simmons a financial advisor?
Yes. Justin Simmons has a current investment-adviser registration in California and Texas, through Davies Financial Advisors since September 2022.
How many years of experience does Justin Simmons have?
Justin Simmons has 18 years in the financial industry, since June 2008, across 5 adviser firms.
What exams has Justin Simmons passed?
Justin Simmons has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007. FINRA credited Justin Simmons with the SIE, which began in October 2018.
Where did Justin Simmons work before Davies Financial Advisors?
Before Davies Financial Advisors, Justin Simmons was registered through Morgan Stanley, April 2017 to November 2017; Commonwealth Financial Network, January 2017 to March 2017; Morgan Stanley, June 2009 to September 2016; Morgan Stanley & Co. Incorporated, January 2008 to June 2009.
Where is Justin Simmons based?
Justin Simmons’ registered office is in Murrieta, CA.
Is Justin Simmons registered with FINRA?
No. Justin Simmons has no current broker registration.
How can I verify Justin Simmons’ record?
Search CRD 5213817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Simmons’ full registration record.
- Andrew DaviesPresident and CCO
- Shaunie DaviesShareholder