JB
JB

Jennifer Monahan Betz

13 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr
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Location

6802 Paragon Place, Suite 440, Richmond, VA, 23230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer works as a support assistant at Sima Financial Group, a financial services firm, since 2005. She spends a few hours per week on tax return preparation, bookkeeping, and marketing assistance.

Employment History
Current Registrations
Sima Retirement Solutions, LLC
April 2017 - Present · 8 yrs 10 mos
Sima Wealth Partners, LLC
November 2012 - Present · 13 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.