Best Investors Account Sign in
Inactive

Patrick Neil Jones

Sims Investment Management LLC

Cincinnati, OH

Claim This Profile
Current Employers
Sims Investment Management Llc

3322 Erie Ave. Suite 200, Cincinnati, OH 45208 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-12
  • OH RA
    APPROVED
    Since 2025-06-12

Branch Locations

3322 Erie Ave. Suite 200, Cincinnati, OH 45208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wojo Creative Llc Hixson TN 04/2022 05/2025
Franklin Wealth Management Hixson TN 05/2021 04/2022
Hixson Presbyterian Church Hixson TN 07/2018 05/2021
Western Home Communities Cedar Falls IA 07/2016 07/2018
Sims Investment Management, Llc Cincinnati OH 03/2025 Present
  • 04/2022 → 05/2025
    Wojo Creative Llc
    Hixson, TN
  • 05/2021 → 04/2022
    Franklin Wealth Management
    Hixson, TN
  • 07/2018 → 05/2021
    Hixson Presbyterian Church
    Hixson, TN
  • 07/2016 → 07/2018
    Western Home Communities
    Cedar Falls, IA
  • 03/2025 → Present
    Sims Investment Management, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor