Jason Sims
Chief Investment Officer bij TrueWealth Advisors LLC
Profiel
Mr. Larry J.
Sims is a Chief Investment Officer & Wealth Advisor at TrueWealth Advisors LLC.
He began his career with SmithBarney (now Morgan Stanley) in May 2000.
In April 2004, he joined ProEquities as a Registered Securities Principal and Investment Advisor Representative.
He led and managed the largest independent advisor group in the Southeast for ProEquities through one of its strategic partners, First Protective.
He formed the wealth management firm, Southeast Investment Management Services in April 2006 which provided independent investment, retirement, and risk management advice for individuals, families, and business owners before merging with TrueWealth Advisors, LLC.
He received his undergraduate degree from Auburn University.
Actieve functies van Jason Sims
| Bedrijven | Functie | Begin |
|---|---|---|
TrueWealth Advisors LLC
 TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Chief Investment Officer | 01-02-2019 |
Eerdere bekende functies van Jason Sims
| Bedrijven | Functie | Einde |
|---|---|---|
Concourse Financial Group Securities, Inc.
 Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Corporate Officer/Principal | - |
Opleiding van Jason Sims
| Auburn University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Finance |
TrueWealth Advisors LLC
TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Finance |
