linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Orren Sims

Signature Wealth Management Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Orren Sims

James Orren Sims is a financial advisor with over 25 years of experience in the industry. James is a Managing Partner at Signature Wealth Management Group LLC in Atlanta, GA. James is a Certified Financial Planner and holds Series 7, 31, and 63 licenses. James also has his Series 65 license and is registered as an Investment Advisor Representative in both Georgia and Texas. James's firm offers financial planning, portfolio management for businesses and individuals, and pension consulting.

Firm Information

James Sims is currently registered with Signature Wealth Management Group LLC. Signature Wealth Management Group LLC is an investment advisory firm based in Atlanta, GA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They manage approximately $354 million in assets for 1,258 clients.
Signature Wealth Management Group LLC

3625 CUMBERLAND BOULEVARD

ATLANTA, GA 30339

$354.22M

Assets Under Management

13

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Sims’s Registration & Firm History

GA

11/24/2020 - Present

Signature Wealth Management Group LLC (ATLANTA GA)

GA

04/05/2017 - 11/07/2017

PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)

GA

11/12/2008 - 04/03/2017

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

10/05/1994 - 11/14/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

Not sure if James Orren Sims is right for you?

Licenses & Designations

IA

Issued 10/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Orren Sims.
Not sure if James Orren Sims is right for you?