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Jason Lewis Simms

B. Riley Wealth Advisors, Inc.

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About Jason Lewis Simms

Jason Simms is a financial advisor at B. Riley Wealth Advisors, Inc., a firm that has been in business since 1987. Jason has been in the industry since August 2016 and is registered with the state of Pennsylvania. Jason has a background in research and high-performance computing, and is also an assistant scoutmaster for Boy Scouts of America Troop 439. Jason is dedicated to providing financial advice to clients, and is committed to helping them reach their financial goals.

Firm Information

Jason Simms is currently registered with B. Riley Wealth Advisors, Inc.. B. Riley Wealth Advisors, Inc. is a financial advisory firm with approximately $7.64 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and educational seminars, and it provides portfolio management for individuals, businesses, and other investment advisers. The firm serves a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. B. Riley Wealth Advisors, Inc. is headquartered in Memphis, Tennessee.
B. Riley Wealth Advisors, Inc.

40 S. MAIN ST.

MEMPHIS, TN 38103

$7.65B

Assets Under Management

40

Total Clients

338

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Jason Simms’s Registration & Firm History

PA

10/01/2021 - Present

B. Riley Wealth Advisors, Inc. (Easton PA)

NY

08/06/2021 - 07/22/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Lewis Simms. Review regulatory record here.
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