MA
Mark Allen Jones
CRD 2952463
Firms
| Firm | Role | As of |
|---|---|---|
| Sima Wealth Partners, Llc | Registered representative | 07/20/2026 |
| Sima Retirement Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sima Retirement Solutions, Llc
Managing Member/Cco · Less than 5% · Oct 2024
-
Sima Retirement Solutions, Llc
President · 75% or more · Oct 2024
-
Sima Wealth Partners, Llc
Managing Member / Chief Compliance Officer · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗