Jonathan David Jarow

Herbert J. Sims Capital Management, INC.

19 Years of Experience

1 DisclosureBroker

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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

2150 Post Road, Suite 301, Fairfield, CT, 06824

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History

Regulatory History (1)

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Customer Dispute

June 2012

Settled

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Other Business Activities

Jonathan is a supervisor of activity conducted for HJ Sims Capital Management, dedicating about 10-20% of his time to this role. HJSCM provides investment management services to high-net-worth individuals and associated entities.

Employment History

Current Registrations

Herbert J. Sims Capital Management, INC.

September 2017 - Present · 8 yrs 5 mos

Herbert J. Sims & CO, INC.Broker

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

David Lerner Associates, INC.Broker

April 2005 - March 2015 · 9 yrs 11 mos

State Registrations48 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.