Simon Kasbari has been an investment adviser representative at Noesis Capital Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Noesis Capital Management Corp is a Boca Raton, FL firm with $877M under management, 374 clients and 7 advisers in one office, as of its September 2026 filing.
Simon Kasbari’s longest registration was under a year at J.P. Morgan Securities LLC (2024–2025). Before joining Noesis Capital Management in 2026, Simon Kasbari was registered through J.P. Morgan Securities LLC.
- – present · under a yearBoca Raton, FL · Adviser representative · Firm CRD 110819
- J.P. Morgan Securities LLC– · under a yearLake Worth, FL · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Simon Kasbari is registered as an investment adviser representative in Florida, since June 2026.
- FloridaSince 5 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 August 2023 |
| Series 7TO | General Securities Representative Examination | 26 October 2022 |
| SIE | Securities Industry Essentials Examination | 2 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Simon O Kasbari
- CRD
- 7150417
- Firm
- Noesis Capital Management · CRD 110819
- Office
- FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL, SUITE 210, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Simon Kasbari work?
Simon Kasbari is an investment adviser representative registered through Noesis Capital Management Corp since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Simon Kasbari a financial advisor?
Yes. Simon Kasbari has a current investment-adviser registration in Florida, through Noesis Capital Management since June 2026.
How many years of experience does Simon Kasbari have?
Simon Kasbari has 1 year in the financial industry, since March 2025, across 2 adviser firms.
What exams has Simon Kasbari passed?
Simon Kasbari has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where did Simon Kasbari work before Noesis Capital Management?
Before Noesis Capital Management, Simon Kasbari was registered through J.P. Morgan Securities LLC, July 2024 to February 2025.
Where is Simon Kasbari based?
Simon Kasbari’s registered office is in Boca Raton, FL.
Is Simon Kasbari registered with FINRA?
No. Simon Kasbari has no current broker registration.
How can I verify Simon Kasbari’s record?
Search CRD 7150417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Simon Kasbari’s full registration record.
