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Jeffrey Robert Sims

Index Fund Advisors, Inc.

Irvine, CA

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Current Employers
Index Fund Advisors, Inc.

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • 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
Wedbush Securities Los Angeles CA 07/2016 10/2018
Unemployed Mission Viejo CA 10/2018 12/2018
Wedbush Securities Inc Los Angeles CA 12/2018 08/2019
Guided Path Wealth Management Capistrano Beach CA 08/2019 03/2020
Commonwealth Financial Network Waltham MA 08/2019 03/2020
Stifel Nicolaus & Co Inc San Juan Capistrano CA 03/2020 01/2022
Index Fund Advisors Irvine CA 01/2022 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-09
  • S63 Uniform Securities Agent State Law Examination
    2020-06-09
Designations

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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