Larry Jason Sims

Current Employers

Employment History

• 05/2004 → 02/2025
  Concourse Financial Group Securities, Inc
  Birmingham, AL
• 10/2015 → Present
  Truewealth Advisors, Llc
  Hoover, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Montgomery, AL
• 02/2025 → Present
  Truewealth Advisors, Llc
  Hoover, AL
• 02/2019 → Present
  Truewealth Advisors, Llc
  Hoover, AL

Previous Registrations

• 2005-01-10 → 2019-01-31
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Knoxville, TN
  Birmingham, AL
  Birmingham, AL
  Loveland, CO
  Trussville, AL
  Fort Collins, CO
  Mobile, AL
  Birmingham, AL
  Trussville, AL
  Birmingham, AL
  Cincinnati, OH
  Memphis, TN
  Birmingham, AL
  Montgomery, AL
  Birmingham, AL
  Montgomery, AL

Other Businesses

INDEPENDENT INSURANCE AGENT; 2000 Southlake Park Suite 200 Hoover AL 35244; Insurance Agent; I offer and provide life disability and long-term care insurance as a part of my financial planning services; Not investment related; start-12/1/2004; 5 HPM. JP PROPERTY MANAGEMENT LLC; POSITION: Member/Owner NATURE: Real Estate Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START- 11/2016;ADDRESS: 1713 Taliaferro Trail, Montgomery AL 36117; DESCRIPTION: We own two buildings that we use for our TrueWealth Advisors LLC operation. We rent the two buildings to TrueWealth and also have several offices suites that we rent out to other tenants. I help facilitate these activities. TrueWealth Advisors LLC; 2000 Southlake Park, Ste 200, Hoover AL 35244; Wealth Advisor; Provide planning and asset management services; Yes investment related; Start-2/1/2019; 160 HPM. School Board Member; ECCS - School Board Member; investment related: No; Location: 423 Thompson Rd Alabaster AL 35007 USA; Start date with business: 2022-09-26; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2004-12-31
• S63 Uniform Securities Agent State Law Examination
  2003-02-19

Other Names

• Jason Sims