Unclaimed Profile

Jeffrey Scott Sims

PINNACLE WEALTH MANAGEMENT, INC.·WEST CHESTER, Ohio

SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredPINNACLE WEALTH MANAGEMENT, INC.

9100 WEST CHESTER TOWNE CENTRE DRIVE, WEST CHESTER, OH 45069CRD# 2236487Firm CRD# 121065

Profile Verification

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

Identity

Jeffrey Scott Sims · WEST CHESTER, OH

Registration

CRD #2236487 · PINNACLE WEALTH MANAGEMENT, INC. · 25 years registered

Brand Profile

Not yet started

Career History

MARINER

Sep 2021 – present

MSEC, LLC

Sep 2021 – present

PINNACLE WEALTH MANAGEMENT, INC.

Jun 2001 – Dec 2021

WEST CHESTER, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 12, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE WEALTH MANAGEMENT, INC.

CRD 121065 · SEC 801-63327

AUM

$503M

Regulatory assets under management

Employees

449 client accounts

Services offered by PINNACLE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Sims offer?

Jeffrey Scott Sims specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.

What are Jeffrey Scott Sims's credentials?

Jeffrey Scott Sims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Sims located?

Jeffrey Scott Sims is based in WEST CHESTER, Ohio, working with PINNACLE WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Jeffrey Scott Sims charge for services?

Jeffrey Scott Sims's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH MANAGEMENT, INC.?

PINNACLE WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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