linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Robert Sims

Index Fund Advisors, Inc.

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

About Jeffrey Robert Sims

Jeffrey Robert Sims is a financial advisor registered with Index Fund Advisors, Inc. Jeffrey has been in the financial services industry since 2016. Jeffrey has a Series 7TO, SIE, and Series 63 license. Jeffrey is a Certified Financial Planner. Prior to joining Index Fund Advisors, Inc., Jeffrey was a financial advisor at Stifel, Nicolaus & Company, Incorporated. Jeffrey is registered to provide investment advisory services in California.

Firm Information

Jeffrey Sims is currently registered with Index Fund Advisors, Inc.. Index Fund Advisors, Inc. is an investment advisory firm based in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other investment advisers. As of 2023, the firm manages approximately $4.95 billion in assets for 7,193 accounts.
Index Fund Advisors, Inc.

19200 VON KARMAN AVE

IRVINE, CA 92612-6566

$4.95B

Assets Under Management

Not reported

Total Clients

17

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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.

Jeffrey Sims’s Registration & Firm History

CA

01/26/2022 - Present

Index Fund Advisors, Inc. (IRVINE CA)

CA

03/17/2020 - 02/04/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN JUAN CAPISTRANO CA)

CA

08/23/2019 - 03/10/2020

COMMONWEALTH FINANCIAL NETWORK (Capistrano Beach CA)

CA

05/20/2019 - 08/14/2019

WEDBUSH SECURITIES INC. (NEWPORT BEACH CA)

Not sure if Jeffrey Robert Sims is right for you?

Licenses & Designations

BC

Issued 06/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Robert Sims.
Not sure if Jeffrey Robert Sims is right for you?