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Jennifer Monahan Betz

SIMA WEALTH PARTNERS, LLC·NORTH CHESTERFIELD, Virginia
Series 6, Series 7, Series 63, Series 66Clean record13 years registeredSIMA WEALTH PARTNERS, LLC
720 MOOREFIELD PARK DRIVE, NORTH CHESTERFIELD, VA 23236CRD# 5153751Firm CRD# 159943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Monahan Betz · NORTH CHESTERFIELD, VA
Registration
CRD #5153751 · SIMA WEALTH PARTNERS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

SIMA RETIREMENT SOLUTIONS, LLC
Apr 2017 – present
SIMA WEALTH PARTNERS, LLC
Nov 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · November 1, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIMA WEALTH PARTNERS, LLC
CRD 159943 · SEC 801-130711
AUM
$136M
Regulatory assets under management
Employees
7
248 client accounts
Services offered by SIMA WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIMA WEALTH PARTNERS, LLC →
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Frequently Asked Questions

What services does Jennifer Monahan Betz offer?
Jennifer Monahan Betz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH CHESTERFIELD, Virginia for a consultation.
What are Jennifer Monahan Betz's credentials?
Jennifer Monahan Betz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Monahan Betz located?
Jennifer Monahan Betz is based in NORTH CHESTERFIELD, Virginia, working with SIMA WEALTH PARTNERS, LLC. Their office serves clients in the NORTH CHESTERFIELD metropolitan area and surrounding communities.
How does Jennifer Monahan Betz charge for services?
Jennifer Monahan Betz'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 SIMA WEALTH PARTNERS, LLC?
SIMA WEALTH PARTNERS, LLC has approximately 7 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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