Jeffrey Robert Sims

Employer firm

Index Fund Advisors, Inc. CRD 109143

$5.93B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2018
  Wedbush Securities
  Los Angeles, CA
• 10/2018 → 12/2018
  Unemployed
  Mission Viejo, CA
• 12/2018 → 08/2019
  Wedbush Securities Inc
  Los Angeles, CA
• 08/2019 → 03/2020
  Guided Path Wealth Management
  Capistrano Beach, CA
• 08/2019 → 03/2020
  Commonwealth Financial Network
  Waltham, MA
• 03/2020 → 01/2022
  Stifel Nicolaus & Co Inc
  San Juan Capistrano, CA
• 01/2022 → Present
  Index Fund Advisors
  Irvine, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-09

Designations

• Certified Financial Planner