JM
Jennifer Monahan Betz
CRD 5153751
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 Wealth Partners, Llc
Member · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗