Joseph Donald Teifer

Herbert J. Sims Capital Management, INC.

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Herbert J. Sims Capital Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

38 advisors

Number of Clients

221 clients

Average Client Portfolio

$845K average

Assets Under Management

$186.8M

Fee Structure

Minimum Investment:$50K

Location

331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701

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History

Regulatory History (1)

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Customer Dispute

April 2019

Closed-No Action

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Other Business ActivitiesSells Insurance

Joseph is an investment adviser representative of HJ Sims Capital Management, devoting about a quarter of his time to this role. He also spends about 10-20% of his time on insurance-related business, while his primary business is providing brokerage services.

Employment History

Current Registrations

Herbert J. Sims Capital Management, INC.

July 2020 - Present · 5 yrs 7 mos

Herbert J. Sims & CO, INC.Broker

February 2019 - Present · 7 yrs

Previous Registrations

David Lerner Associates, INC.Broker

September 2004 - February 2019 · 14 yrs 5 mos

State Registrations15 states

AZCACOCTFLMAMDMNNCNHNJNYPATXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.