Unclaimed Profile

Jacob Ira Mr Simms

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC·GOLDEN VALLEY, Minnesota

SIE, Series 7, Series 63Clean recordTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC

701 XENIA AVENUE SOUTH, GOLDEN VALLEY, MN 55416-1089CRD# 4571191Firm CRD# 42941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Ira Mr Simms · GOLDEN VALLEY, MN

Registration

CRD #4571191 · THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

CRD 42941 · SEC 801-80809

AUM

$456M

Regulatory assets under management

Employees

1,501 client accounts

Services offered by THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE OAK RIDGE FINANCIAL SERVICES GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Jacob Ira Mr Simms offer?

Jacob Ira Mr Simms specializes in Financial Planning, Investment Management. Contact their office in GOLDEN VALLEY, Minnesota for a consultation.

What are Jacob Ira Mr Simms's credentials?

Jacob Ira Mr Simms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Ira Mr Simms located?

Jacob Ira Mr Simms is based in GOLDEN VALLEY, Minnesota, working with THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. Their office serves clients in the GOLDEN VALLEY metropolitan area and surrounding communities.

How does Jacob Ira Mr Simms charge for services?

Jacob Ira Mr Simms's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE OAK RIDGE FINANCIAL SERVICES GROUP, INC?

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC has approximately 60 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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