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Jonathan David Jarow

Herbert J. Sims Capital Management, Inc.

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About Jonathan David Jarow

Jonathan Jarow is an investment advisor representative at Herbert J. Sims Capital Management, Inc., a registered investment advisor. Jonathan is also a supervisor of activity conducted for HJ Sims Capital Management’s Boca Raton location. Jonathan has been working in the financial services industry since June 2006. His firm provides customized investment management services to high-net-worth individuals, associated trusts, estates, pension and profit-sharing plans, and other legal entities. Jonathan focuses on providing investment advice and guidance to clients on a variety of investment strategies.

Firm Information

Jonathan Jarow is currently registered with Herbert J. Sims Capital Management, Inc.. Herbert J. Sims Capital Management, Inc. is an investment advisor based in Fairfield, Connecticut. The firm provides portfolio management for individuals and businesses, as well as selection of other advisors. They manage over $146 million in assets for 333 clients, including high-net-worth individuals, charitable organizations, corporations, and individuals. They also participate in wrap fee programs.
Herbert J. Sims Capital Management, Inc.

2150 POST ROAD

FAIRFIELD, CT 06824

$146.68M

Assets Under Management

Not reported

Total Clients

30

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jonathan Jarow’s Registration & Firm History

CT

01/01/2025 - Present

Herbert J. Sims Capital Management, Inc. (FAIRFIELD CT)

FL

04/22/2005 - 03/25/2015

DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 09/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/01/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan David Jarow. Review regulatory record here.
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